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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 | $693,609 | $115,796+499.0% | $101,264+585.0% | $158,950+336.4% |
| Participation rate | 82.4% | 79.4%+3.0pp | 75.8%+6.5pp | 82.0%+0.4pp |
| Annual return | 20.39% | 56.15%-35.8pp | 46.48%-26.1pp | 302.91%-282.5pp |
| Employer contribution / active EE | $30,008 | $4,175+618.7% | $3,660+719.9% | $4,762+530.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,238 | $7,247-69.1% | $5,947-62.4% | $11,248-80.1% |