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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 | $581,560 | $226,046+157.3% | $182,508+218.6% | $152,870+280.4% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.0%+15.8pp | 82.4%+11.3pp |
| Annual return | 17.30% | 192.52%-175.2pp | 148.54%-131.2pp | 345.34%-328.0pp |
| Employer contribution / active EE | $11,921 | $4,977+139.5% | $4,075+192.6% | $4,763+150.3% |
| Participant deferral / active EE | $313 | $6,368-95.1% | $5,525-94.3% | $5,850-94.7% |
| Admin fee / account holder | $3,881 | $10,704-63.7% | $8,592-54.8% | $11,597-66.5% |