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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 | $102,385+155.3% | $147,080+77.7% | $80,935+223.0% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 39.17% | 135.09%-95.9pp | 420.17%-381.0pp | 35.66%+3.5pp |
| Employer contribution / active EE | $43,914 | $3,717+1081.5% | $4,933+790.2% | $2,757+1493.0% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,232 | $7,951+16.1% | $12,989-28.9% | $6,924+33.3% |