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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 | $450,554 | $48,053+837.6% | $84,628+432.4% | $72,975+517.4% |
| Participation rate | 96.4% | 57.6%+38.9pp | 68.2%+28.2pp | 69.5%+26.9pp |
| Annual return | 28.17% | 37.39%-9.2pp | 258.80%-230.6pp | 81.01%-52.8pp |
| Employer contribution / active EE | $10,714 | $1,602+568.9% | $2,653+303.9% | $2,440+339.1% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,793 | $3,395+41.2% | $4,914-2.5% | $5,124-6.5% |