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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 | $252,679 | $154,754+63.3% | $124,206+103.4% | $138,895+81.9% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.6%+13.8pp | 79.9%+3.4pp |
| Annual return | 10.82% | 709.28%-698.5pp | 515.27%-504.5pp | 145.39%-134.6pp |
| Employer contribution / active EE | $10,833 | $4,446+143.7% | $3,540+206.0% | $4,194+158.3% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $780 | $6,690-88.3% | $5,929-86.8% | $12,562-93.8% |