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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 | $330,796 | $93,345+254.4% | $119,126+177.7% | $87,485+278.1% |
| Participation rate | 96.8% | 68.7%+28.0pp | 75.8%+21.0pp | 68.9%+27.8pp |
| Annual return | 77.79% | 19.08%+58.7pp | 282.11%-204.3pp | 26.06%+51.7pp |
| Employer contribution / active EE | $26,279 | $3,172+728.6% | $4,034+551.5% | $2,596+912.2% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $16,066 | $8,039+99.9% | $10,693+50.2% | $7,775+106.6% |