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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 | $412,530 | $107,363+284.2% | $92,909+344.0% | $152,897+169.8% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 19.17% | 145.63%-126.5pp | 109.44%-90.3pp | 345.43%-326.3pp |
| Employer contribution / active EE | $16,667 | $4,222+294.8% | $3,653+356.2% | $4,764+249.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,880 | $7,082-59.3% | $5,795-50.3% | $11,599-75.2% |