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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 | $408,261 | $83,337+389.9% | $67,834+501.9% | $273,972+49.0% |
| Participation rate | 80.0% | 76.4%+3.6pp | 68.8%+11.2pp | 83.0%-3.0pp |
| Annual return | 11.16% | 259.45%-248.3pp | 138.47%-127.3pp | 41.46%-30.3pp |
| Employer contribution / active EE | $23,806 | $3,287+624.2% | $2,403+890.5% | $4,869+388.9% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,993 | $6,752-26.0% | $4,622+8.0% | $10,133-50.7% |