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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 | $622,008 | $115,796+437.2% | $101,264+514.2% | $158,950+291.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.79% | 56.15%-45.4pp | 46.48%-35.7pp | 302.91%-292.1pp |
| Employer contribution / active EE | $39,239 | $4,175+839.8% | $3,660+972.1% | $4,762+724.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $55,177 | $7,247+661.4% | $5,947+827.8% | $11,248+390.5% |