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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 | $468,160 | $105,145+345.3% | $94,664+394.5% | $139,466+235.7% |
| Participation rate | 95.7% | 82.4%+13.3pp | 80.8%+14.8pp | 80.3%+15.3pp |
| Annual return | 21.85% | 38.09%-16.2pp | 156.84%-135.0pp | 373.66%-351.8pp |
| Employer contribution / active EE | $10,439 | $4,107+154.2% | $3,673+184.2% | $4,754+119.6% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,629 | $8,972-70.7% | $7,222-63.6% | $11,409-77.0% |