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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 | $396,146 | $102,382+286.9% | $147,005+169.5% | $80,874+389.8% |
| Participation rate | 97.9% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 17.31% | 134.89%-117.6pp | 418.76%-401.4pp | 35.62%-18.3pp |
| Employer contribution / active EE | $8,999 | $3,715+142.2% | $4,934+82.4% | $2,756+226.6% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,925 | $7,942-25.4% | $13,006-54.4% | $6,935-14.6% |