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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 | $261,414 | $102,382+155.3% | $147,005+77.8% | $80,874+223.2% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.1pp | 67.6%+24.7pp |
| Annual return | 39.17% | 134.89%-95.7pp | 418.76%-379.6pp | 35.62%+3.6pp |
| Employer contribution / active EE | $43,914 | $3,715+1082.1% | $4,934+790.0% | $2,756+1493.6% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $9,232 | $7,942+16.2% | $13,006-29.0% | $6,935+33.1% |