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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 | $442,711 | $111,814+295.9% | $93,654+372.7% | $145,959+203.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 14.99% | 203.30%-188.3pp | 133.34%-118.4pp | 561.95%-547.0pp |
| Employer contribution / active EE | $663 | $3,092-78.5% | $2,421-72.6% | $4,661-85.8% |
| Participant deferral / active EE | $950 | $4,914-80.7% | $4,413-78.5% | $6,689-85.8% |
| Admin fee / account holder | $6,870 | $10,246-33.0% | $8,282-17.1% | $13,398-48.7% |