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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 | $277,664 | $144,130+92.6% | $117,861+135.6% | $147,586+88.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.80% | 531.20%-516.4pp | 335.11%-320.3pp | 578.59%-563.8pp |
| Employer contribution / active EE | $2,222 | $4,897-54.6% | $3,786-41.3% | $4,876-54.4% |
| Participant deferral / active EE | $751 | $5,316-85.9% | $4,482-83.2% | $5,439-86.2% |
| Admin fee / account holder | $3,657 | $10,887-66.4% | $8,021-54.4% | $10,886-66.4% |