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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 | $537,937 | $88,754+506.1% | $81,820+557.5% | $145,877+268.8% |
| Participation rate | 88.2% | 75.1%+13.2pp | 72.4%+15.9pp | 80.3%+7.9pp |
| Annual return | 14.00% | 1031.77%-1017.8pp | 777.93%-763.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $20,102 | $3,085+551.5% | $2,915+589.6% | $4,663+331.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6,223 | $8,424-26.1% | $7,391-15.8% | $13,402-53.6% |