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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 | $125,184+574.7% | $105,607+699.8% | $145,884+479.0% |
| Participation rate | 90.9% | 77.6%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 11.92% | 225.00%-213.1pp | 116.11%-104.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $40,312 | $3,720+983.7% | $3,167+1172.9% | $4,662+764.6% |
| Participant deferral / active EE | $555 | $5,714-90.3% | $5,011-88.9% | $6,690-91.7% |
| Admin fee / account holder | $1,917 | $17,133-88.8% | $10,958-82.5% | $13,392-85.7% |