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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 | $275,046 | $125,193+119.7% | $105,591+160.5% | $145,978+88.4% |
| Participation rate | 94.4% | 77.6%+16.8pp | 75.3%+19.2pp | 80.3%+14.2pp |
| Annual return | 23.38% | 225.53%-202.1pp | 116.43%-93.0pp | 550.52%-527.1pp |
| Employer contribution / active EE | $8,333 | $3,718+124.1% | $3,166+163.2% | $4,662+78.8% |
| Participant deferral / active EE | $0 | $5,708-100.0% | $5,008-100.0% | $6,690-100.0% |
| Admin fee / account holder | $63,567 | $17,277+267.9% | $11,024+476.6% | $13,400+374.4% |