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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 | $780,342 | $152,619+411.3% | $125,195+523.3% | $152,909+410.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.56% | 54.85%-30.3pp | 43.79%-19.2pp | 345.46%-320.9pp |
| Employer contribution / active EE | $25,186 | $4,947+409.1% | $3,866+551.5% | $4,764+428.7% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,039 | $13,437-10.4% | $9,704+24.1% | $11,601+3.8% |