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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 | $166,242+477.5% | $165,071+481.6% | $145,884+558.1% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.6%+14.2pp | 80.3%+12.6pp |
| Annual return | 26.53% | 100.44%-73.9pp | 70.17%-43.6pp | 551.85%-525.3pp |
| Employer contribution / active EE | $32,914 | $5,283+523.0% | $4,347+657.1% | $4,662+606.0% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $54,308 | $16,658+226.0% | $12,695+327.8% | $13,392+305.5% |