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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 | $844,610 | $126,519+567.6% | $106,201+695.3% | $145,959+478.7% |
| Participation rate | 90.9% | 77.7%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 11.92% | 225.10%-213.2pp | 116.26%-104.3pp | 561.95%-550.0pp |
| Employer contribution / active EE | $40,312 | $3,726+982.0% | $3,170+1171.8% | $4,661+764.9% |
| Participant deferral / active EE | $555 | $5,716-90.3% | $5,012-88.9% | $6,689-91.7% |
| Admin fee / account holder | $1,917 | $17,312-88.9% | $11,039-82.6% | $13,398-85.7% |