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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 | $390,304 | $183,592+112.6% | $155,567+150.9% | $145,959+167.4% |
| Participation rate | 95.5% | 82.7%+12.8pp | 78.2%+17.3pp | 80.3%+15.2pp |
| Annual return | 18.83% | 61.24%-42.4pp | 64.74%-45.9pp | 561.95%-543.1pp |
| Employer contribution / active EE | $50,783 | $5,315+855.5% | $4,674+986.5% | $4,661+989.6% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $14,390 | $19,318-25.5% | $15,916-9.6% | $13,398+7.4% |