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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 | $150,207+100.6% | $120,380+150.3% | $145,978+106.4% |
| Participation rate | 94.7% | 78.8%+16.0pp | 71.9%+22.8pp | 80.3%+14.4pp |
| Annual return | 8.95% | 154.28%-145.3pp | 107.28%-98.3pp | 550.52%-541.6pp |
| Employer contribution / active EE | $15,938 | $4,351+266.3% | $3,465+360.0% | $4,662+241.9% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $120,661 | $12,203+888.7% | $9,421+1180.8% | $13,400+800.4% |