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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 | $478,284 | $176,688+170.7% | $130,660+266.1% | $152,909+212.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 14.12% | 2693.08%-2679.0pp | 1709.29%-1695.2pp | 345.46%-331.3pp |
| Employer contribution / active EE | $15,014 | $5,743+161.4% | $4,092+266.9% | $4,764+215.2% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,689 | $7,131-48.3% | $5,463-32.5% | $11,601-68.2% |