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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 | $409,056 | $185,225+120.8% | $142,898+186.3% | $167,536+144.2% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 19.57% | 8558.12%-8538.6pp | 5639.64%-5620.1pp | 478.82%-459.3pp |
| Employer contribution / active EE | $30,463 | $5,607+443.3% | $4,146+634.8% | $4,839+529.5% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,821 | $8,032-40.0% | $6,560-26.5% | $12,315-60.9% |