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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 | $323,163 | $133,998+141.2% | $112,263+187.9% | $134,545+140.2% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | 161.22% | 47.17%+114.0pp | 27.49%+133.7pp | 418.37%-257.1pp |
| Employer contribution / active EE | $23,161 | $4,040+473.3% | $3,636+537.0% | $4,742+388.5% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,353 | $7,493-1.9% | $6,410+14.7% | $11,431-35.7% |