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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $339,422 | $171,492+97.9% | $150,734+125.2% | $198,609+70.9% |
| Participation rate | 90.0% | 81.4%+8.6pp | 78.4%+11.6pp | 82.4%+7.6pp |
| Annual return | 7.38% | 804.70%-797.3pp | 600.81%-593.4pp | 202.70%-195.3pp |
| Employer contribution / active EE | $20,000 | $5,470+265.6% | $4,918+306.7% | $5,055+295.6% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $9,644 | $17,628-45.3% | $14,905-35.3% | $19,030-49.3% |