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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 | $855,809 | $112,935+657.8% | $90,970+840.8% | $158,966+438.4% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 13.78% | 215.79%-202.0pp | 134.58%-120.8pp | 302.95%-289.2pp |
| Employer contribution / active EE | $29,126 | $2,895+906.3% | $2,122+1272.3% | $4,762+511.6% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $51,293 | $8,045+537.6% | $5,960+760.6% | $11,250+355.9% |