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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 | $513,900 | $102,638+400.7% | $81,982+526.8% | $158,982+223.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 16.38% | 61.05%-44.7pp | 41.31%-24.9pp | 302.99%-286.6pp |
| Employer contribution / active EE | $9,834 | $3,241+203.4% | $2,498+293.6% | $4,763+106.5% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15,625 | $8,237+89.7% | $5,665+175.8% | $11,252+38.9% |