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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 | $355,810 | $156,927+126.7% | $121,169+193.6% | $139,456+155.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.66% | 1475.85%-1462.2pp | 986.71%-973.0pp | 373.45%-359.8pp |
| Employer contribution / active EE | $33,000 | $5,542+495.5% | $4,168+691.8% | $4,753+594.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,104 | $6,946-69.7% | $5,645-62.7% | $11,407-81.6% |