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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 | $523,243 | $185,883+181.5% | $170,043+207.7% | $139,466+275.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.69% | 60.54%-46.9pp | 53.40%-39.7pp | 373.66%-360.0pp |
| Employer contribution / active EE | $14,534 | $7,596+91.3% | $6,790+114.1% | $4,754+205.7% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,133 | $15,393-73.2% | $12,824-67.8% | $11,409-63.8% |