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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 | $297,248 | $102,429+190.2% | $147,096+102.1% | $80,925+267.3% |
| Participation rate | 97.2% | 75.9%+21.4pp | 82.2%+15.0pp | 67.7%+29.6pp |
| Annual return | 38.13% | 135.02%-96.9pp | 419.75%-381.6pp | 35.65%+2.5pp |
| Employer contribution / active EE | $9,804 | $3,716+163.9% | $4,936+98.6% | $2,756+255.7% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,910 | $7,957-25.7% | $13,005-54.6% | $6,940-14.8% |