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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 | $705,076 | $73,988+853.0% | $96,538+630.4% | $75,177+837.9% |
| Participation rate | 98.6% | 66.4%+32.1pp | 74.3%+24.2pp | 67.2%+31.4pp |
| Annual return | 126.45% | 26.73%+99.7pp | 35.74%+90.7pp | 160.75%-34.3pp |
| Employer contribution / active EE | $15,509 | $2,930+429.3% | $3,740+314.7% | $2,671+480.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $17,430 | $5,220+233.9% | $6,737+158.7% | $5,651+208.4% |