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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 | $88,672+273.1% | $105,223+214.4% | $82,448+301.2% |
| Participation rate | 96.8% | 67.9%+28.8pp | 75.0%+21.7pp | 68.1%+28.7pp |
| Annual return | 77.79% | 30.86%+46.9pp | 180.65%-102.9pp | 41.64%+36.2pp |
| Employer contribution / active EE | $26,279 | $3,048+762.2% | $3,689+612.5% | $2,551+930.2% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $16,066 | $7,146+124.8% | $8,859+81.4% | $7,234+122.1% |