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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 | $309,613 | $176,077+75.8% | $159,455+94.2% | $167,518+84.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.52% | 331.83%-318.3pp | 263.63%-250.1pp | 478.71%-465.2pp |
| Employer contribution / active EE | $1,500 | $5,298-71.7% | $4,830-68.9% | $4,838-69.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,929 | $12,556-68.7% | $10,800-63.6% | $12,312-68.1% |