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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 | $640,675 | $102,429+525.5% | $147,096+335.5% | $80,925+691.7% |
| Participation rate | 92.2% | 75.9%+16.3pp | 82.2%+10.0pp | 67.7%+24.5pp |
| Annual return | 14.76% | 135.02%-120.3pp | 419.75%-405.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $20,808 | $3,716+460.0% | $4,936+321.6% | $2,756+654.9% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $90,052 | $7,957+1031.8% | $13,005+592.4% | $6,940+1197.6% |