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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 | $428,150 | $133,983+219.6% | $112,244+281.4% | $134,493+218.3% |
| Participation rate | 95.8% | 78.6%+17.3pp | 75.1%+20.8pp | 81.2%+14.6pp |
| Annual return | 72.15% | 47.13%+25.0pp | 27.46%+44.7pp | 418.01%-345.9pp |
| Employer contribution / active EE | $22,164 | $4,039+448.8% | $3,635+509.7% | $4,740+367.6% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $11,508 | $7,490+53.6% | $6,411+79.5% | $11,425+0.7% |