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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 | $352,402 | $81,446+332.7% | $103,374+240.9% | $80,874+335.7% |
| Participation rate | 80.6% | 66.9%+13.7pp | 74.5%+6.0pp | 67.6%+12.9pp |
| Annual return | 2748.75% | 25.57%+2723.2pp | 24.89%+2723.9pp | 35.62%+2713.1pp |
| Employer contribution / active EE | $10,522 | $3,107+238.7% | $3,869+171.9% | $2,756+281.8% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $10,317 | $6,715+53.6% | $8,394+22.9% | $6,935+48.8% |