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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 | $495,530 | $102,429+383.8% | $147,096+236.9% | $80,925+512.3% |
| Participation rate | 94.8% | 75.9%+19.0pp | 82.2%+12.6pp | 67.7%+27.2pp |
| Annual return | 15.81% | 135.02%-119.2pp | 419.75%-403.9pp | 35.65%-19.8pp |
| Employer contribution / active EE | $28,405 | $3,716+664.5% | $4,936+475.5% | $2,756+930.6% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,527 | $7,957+7.2% | $13,005-34.4% | $6,940+22.9% |