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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 | $255,180 | $111,785+128.3% | $93,669+172.4% | $145,877+74.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 9.71% | 203.79%-194.1pp | 133.59%-123.9pp | 551.28%-541.6pp |
| Employer contribution / active EE | $8,467 | $3,096+173.5% | $2,424+249.4% | $4,663+81.6% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6,748 | $10,256-34.2% | $8,291-18.6% | $13,402-49.6% |