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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 | $102,429+155.2% | $147,096+77.7% | $80,925+223.0% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 39.17% | 135.02%-95.9pp | 419.75%-380.6pp | 35.65%+3.5pp |
| Employer contribution / active EE | $43,914 | $3,716+1081.9% | $4,936+789.7% | $2,756+1493.3% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,232 | $7,957+16.0% | $13,005-29.0% | $6,940+33.0% |