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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 | $347,112 | $102,393+239.0% | $147,041+136.1% | $80,911+329.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 36.63% | 134.95%-98.3pp | 419.21%-382.6pp | 35.63%+1.0pp |
| Employer contribution / active EE | $23,208 | $3,715+524.7% | $4,935+370.3% | $2,756+742.2% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $11,798 | $7,943+48.5% | $13,006-9.3% | $6,935+70.1% |