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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 | $821,089 | $149,040+450.9% | $120,225+583.0% | $137,256+498.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 11.84% | 605.68%-593.8pp | 439.23%-427.4pp | 220.34%-208.5pp |
| Employer contribution / active EE | $27,004 | $4,350+520.7% | $3,475+677.0% | $4,156+549.7% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,829 | $6,348-39.7% | $5,696-32.8% | $12,270-68.8% |