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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 | $424,259 | $102,385+314.4% | $147,080+188.5% | $80,935+424.2% |
| Participation rate | 93.8% | 75.9%+17.9pp | 82.2%+11.6pp | 67.7%+26.1pp |
| Annual return | 14.69% | 135.09%-120.4pp | 420.17%-405.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $9,292 | $3,717+150.0% | $4,933+88.4% | $2,757+237.1% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $57,368 | $7,951+621.5% | $12,989+341.7% | $6,924+728.5% |