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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 | $284,500 | $72,273+293.6% | $101,275+180.9% | $79,856+256.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 2120.65% | 22.30%+2098.4pp | 46.48%+2074.2pp | 31.71%+2088.9pp |
| Employer contribution / active EE | $7,479 | $2,691+177.9% | $3,660+104.3% | $2,471+202.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,730 | $4,401-38.0% | $5,948-54.1% | $5,306-48.6% |