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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 | $1,482,419 | $150,412+885.6% | $120,574+1129.5% | $145,884+916.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.96% | 154.50%-141.5pp | 107.42%-94.5pp | 551.85%-538.9pp |
| Employer contribution / active EE | $29,732 | $4,355+582.8% | $3,471+756.7% | $4,662+537.7% |
| Participant deferral / active EE | $46 | $6,175-99.2% | $4,996-99.1% | $6,690-99.3% |
| Admin fee / account holder | $2,568 | $12,224-79.0% | $9,445-72.8% | $13,392-80.8% |