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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 | $494,311 | $107,941+357.9% | $91,994+437.3% | $152,909+223.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 16.91% | 89.28%-72.4pp | 69.04%-52.1pp | 345.46%-328.6pp |
| Employer contribution / active EE | $22,966 | $4,212+445.3% | $3,453+565.2% | $4,764+382.1% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,249 | $10,521-50.1% | $7,744-32.2% | $11,601-54.8% |