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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 | $459,358 | $102,429+348.5% | $147,096+212.3% | $80,925+467.6% |
| Participation rate | 89.8% | 75.9%+13.9pp | 82.2%+7.6pp | 67.7%+22.1pp |
| Annual return | 39.85% | 135.02%-95.2pp | 419.75%-379.9pp | 35.65%+4.2pp |
| Employer contribution / active EE | $14,678 | $3,716+295.0% | $4,936+197.4% | $2,756+432.5% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $14,710 | $7,957+84.9% | $13,005+13.1% | $6,940+112.0% |