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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 | $301,765 | $183,539+64.4% | $155,556+94.0% | $145,897+106.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.68% | 61.31%-49.6pp | 64.84%-53.2pp | 552.29%-540.6pp |
| Employer contribution / active EE | $18,251 | $5,315+243.4% | $4,675+290.4% | $4,663+291.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $11,099 | $19,275-42.4% | $15,885-30.1% | $13,390-17.1% |