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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 | $274,921 | $90,607+203.4% | $79,467+246.0% | $135,380+103.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 21.44% | 977.74%-956.3pp | 718.30%-696.9pp | 519.81%-498.4pp |
| Employer contribution / active EE | $13,753 | $3,068+348.3% | $2,800+391.1% | $4,779+187.8% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,795 | $5,895-35.6% | $5,104-25.7% | $10,828-65.0% |