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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 | $492,120 | $106,008+364.2% | $92,240+433.5% | $147,586+233.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 16.33% | 50.05%-33.7pp | 176.29%-160.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $10,996 | $4,333+153.8% | $3,680+198.8% | $4,876+125.5% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18,549 | $6,333+192.9% | $5,194+257.1% | $10,886+70.4% |