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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 | $226,135+157.2% | $182,558+218.6% | $152,909+280.3% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.0%+15.8pp | 82.5%+11.3pp |
| Annual return | 17.30% | 192.60%-175.3pp | 148.59%-131.3pp | 345.46%-328.2pp |
| Employer contribution / active EE | $11,921 | $4,979+139.4% | $4,076+192.5% | $4,764+150.2% |
| Participant deferral / active EE | $313 | $6,371-95.1% | $5,526-94.3% | $5,851-94.7% |
| Admin fee / account holder | $3,881 | $10,707-63.8% | $8,594-54.8% | $11,601-66.5% |