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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 | $274,439 | $97,732+180.8% | $83,831+227.4% | $135,380+102.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 6.22% | 1287.56%-1281.3pp | 850.99%-844.8pp | 519.81%-513.6pp |
| Employer contribution / active EE | $20,196 | $4,222+378.3% | $3,631+456.2% | $4,779+322.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $142,055 | $6,675+2028.3% | $5,479+2492.9% | $10,828+1211.9% |