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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 | $338,293 | $39,798+750.0% | $67,704+399.7% | $59,633+467.3% |
| Participation rate | 97.6% | 57.4%+40.3pp | 67.5%+30.1pp | 68.7%+28.9pp |
| Annual return | 23.10% | 89.94%-66.8pp | 25.41%-2.3pp | 2041.45%-2018.3pp |
| Employer contribution / active EE | $6,684 | $1,393+379.8% | $2,559+161.1% | $2,203+203.4% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,966 | $3,212-7.7% | $4,255-30.3% | $4,297-31.0% |