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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 | $823,207 | $102,429+703.7% | $147,096+459.6% | $80,925+917.2% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 25.75% | 135.02%-109.3pp | 419.75%-394.0pp | 35.65%-9.9pp |
| Employer contribution / active EE | $35,954 | $3,716+867.7% | $4,936+628.4% | $2,756+1204.5% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $46,089 | $7,957+479.2% | $13,005+254.4% | $6,940+564.1% |