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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 | $960,075 | $166,131+477.9% | $164,975+482.0% | $145,877+558.1% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.6%+14.2pp | 80.3%+12.6pp |
| Annual return | 26.53% | 100.37%-73.8pp | 70.12%-43.6pp | 551.28%-524.8pp |
| Employer contribution / active EE | $32,914 | $5,276+523.9% | $4,343+657.9% | $4,663+605.9% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $54,308 | $16,648+226.2% | $12,688+328.0% | $13,402+305.2% |