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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 | $293,392 | $149,040+96.9% | $120,225+144.0% | $137,256+113.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.69% | 605.68%-590.0pp | 439.23%-423.5pp | 220.34%-204.6pp |
| Employer contribution / active EE | $43,099 | $4,350+890.7% | $3,475+1140.1% | $4,156+937.0% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,806 | $6,348-55.8% | $5,696-50.7% | $12,270-77.1% |