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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 | $416,405 | $76,368+445.3% | $67,681+515.2% | $154,746+169.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 9.58% | 1066.77%-1057.2pp | 590.58%-581.0pp | 172.34%-162.8pp |
| Employer contribution / active EE | $14,893 | $3,151+372.6% | $2,678+456.0% | $4,379+240.1% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $12,164 | $8,559+42.1% | $6,100+99.4% | $14,365-15.3% |