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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 | $607,890 | $126,519+380.5% | $106,201+472.4% | $145,959+316.5% |
| Participation rate | 89.5% | 77.7%+11.8pp | 75.3%+14.2pp | 80.3%+9.2pp |
| Annual return | 10.69% | 225.10%-214.4pp | 116.26%-105.6pp | 561.95%-551.3pp |
| Employer contribution / active EE | $28,983 | $3,726+677.9% | $3,170+814.4% | $4,661+521.9% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,012-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,161 | $17,312-70.2% | $11,039-53.3% | $13,398-61.5% |