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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 | $102,382+348.7% | $147,005+212.5% | $80,874+468.0% |
| Participation rate | 89.8% | 75.8%+13.9pp | 82.2%+7.6pp | 67.6%+22.1pp |
| Annual return | 39.85% | 134.89%-95.0pp | 418.76%-378.9pp | 35.62%+4.2pp |
| Employer contribution / active EE | $14,678 | $3,715+295.1% | $4,934+197.5% | $2,756+432.7% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $14,710 | $7,942+85.2% | $13,006+13.1% | $6,935+112.1% |