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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 | $307,569 | $106,008+190.1% | $92,240+233.4% | $147,586+108.4% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 16.39% | 50.05%-33.7pp | 176.29%-159.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $7,780 | $4,333+79.5% | $3,680+111.4% | $4,876+59.5% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,921 | $6,333-6.5% | $5,194+14.0% | $10,886-45.6% |