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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 | $316,772 | $107,941+193.5% | $91,994+244.3% | $152,909+107.2% |
| Participation rate | 95.7% | 81.2%+14.5pp | 78.6%+17.0pp | 82.5%+13.2pp |
| Annual return | 22.94% | 89.28%-66.3pp | 69.04%-46.1pp | 345.46%-322.5pp |
| Employer contribution / active EE | $8,158 | $4,212+93.7% | $3,453+136.3% | $4,764+71.2% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,734 | $10,521-55.0% | $7,744-38.9% | $11,601-59.2% |