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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 | $509,075 | $107,353+374.2% | $92,903+448.0% | $152,885+233.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 27.41% | 145.62%-118.2pp | 109.43%-82.0pp | 345.39%-318.0pp |
| Employer contribution / active EE | $34,205 | $4,222+710.2% | $3,653+836.3% | $4,763+618.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,153 | $7,081-55.5% | $5,795-45.6% | $11,598-72.8% |