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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 | $285,816 | $217,427+31.5% | $185,837+53.8% | $167,518+70.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.08% | 148.39%-128.3pp | 122.08%-102.0pp | 478.71%-458.6pp |
| Employer contribution / active EE | $27,116 | $5,874+361.6% | $5,168+424.7% | $4,838+460.4% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,176 | $19,816-78.9% | $16,241-74.3% | $12,312-66.1% |