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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 | $250,521 | $166,242+50.7% | $165,071+51.8% | $145,884+71.7% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 25.99% | 100.44%-74.5pp | 70.17%-44.2pp | 551.85%-525.9pp |
| Employer contribution / active EE | $33,993 | $5,283+543.4% | $4,347+681.9% | $4,662+629.1% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $41,106 | $16,658+146.8% | $12,695+223.8% | $13,392+206.9% |