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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 | $564,095 | $108,897+418.0% | $100,378+462.0% | $145,877+286.7% |
| Participation rate | 90.9% | 83.0%+7.9pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 47.29% | 58.17%-10.9pp | 49.41%-2.1pp | 551.28%-504.0pp |
| Employer contribution / active EE | $3,865 | $4,420-12.6% | $3,942-2.0% | $4,663-17.1% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,493 | $9,690-74.3% | $7,899-68.4% | $13,402-81.4% |