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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 | $102,422+286.8% | $147,117+169.3% | $80,959+389.3% |
| Participation rate | 97.9% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.2pp |
| Annual return | 17.31% | 135.16%-117.8pp | 420.54%-403.2pp | 35.67%-18.4pp |
| Employer contribution / active EE | $8,999 | $3,717+142.1% | $4,932+82.4% | $2,757+226.4% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,925 | $7,953-25.5% | $12,993-54.4% | $6,925-14.4% |