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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 | $339,264 | $95,979+253.5% | $74,551+355.1% | $135,380+150.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 6.42% | 56.97%-50.5pp | 32.53%-26.1pp | 519.81%-513.4pp |
| Employer contribution / active EE | $6,379 | $2,716+134.9% | $1,961+225.3% | $4,779+33.5% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $18,095 | $6,522+177.4% | $5,059+257.7% | $10,828+67.1% |