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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 | $167,030+51.3% | $135,768+86.1% | $155,188+62.8% |
| Participation rate | 83.3% | 76.2%+7.2pp | 71.1%+12.3pp | 80.8%+2.5pp |
| Annual return | 10.82% | 678.39%-667.6pp | 526.10%-515.3pp | 148.84%-138.0pp |
| Employer contribution / active EE | $10,833 | $4,132+162.2% | $3,394+219.2% | $4,248+155.0% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $780 | $8,172-90.5% | $7,048-88.9% | $14,480-94.6% |