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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 | $81,476+332.5% | $102,383+244.2% | $80,925+335.5% |
| Participation rate | 80.6% | 66.8%+13.7pp | 74.5%+6.0pp | 67.7%+12.9pp |
| Annual return | 2748.75% | 25.59%+2723.2pp | 24.94%+2723.8pp | 35.65%+2713.1pp |
| Employer contribution / active EE | $10,522 | $3,105+238.9% | $3,870+171.9% | $2,756+281.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,317 | $6,717+53.6% | $8,391+22.9% | $6,940+48.7% |