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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 | $301,369 | $150,435+100.3% | $120,580+149.9% | $145,897+106.6% |
| Participation rate | 94.7% | 78.8%+15.9pp | 72.0%+22.8pp | 80.3%+14.4pp |
| Annual return | 8.95% | 154.60%-145.7pp | 107.48%-98.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $15,938 | $4,352+266.2% | $3,469+359.4% | $4,663+241.8% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $120,661 | $12,182+890.5% | $9,418+1181.1% | $13,390+801.1% |