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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 | $957,505 | $110,337+767.8% | $102,383+835.2% | $145,877+556.4% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.4pp |
| Annual return | 79.35% | 24.83%+54.5pp | 24.94%+54.4pp | 551.28%-471.9pp |
| Employer contribution / active EE | $23,377 | $4,216+454.5% | $3,870+504.0% | $4,663+401.3% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6,685 | $9,750-31.4% | $8,391-20.3% | $13,402-50.1% |