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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 | $294,782 | $150,447+95.9% | $136,298+116.3% | $147,586+99.7% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 13.05% | 1049.15%-1036.1pp | 5156.27%-5143.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $1,775 | $5,256-66.2% | $4,696-62.2% | $4,876-63.6% |
| Participant deferral / active EE | $1,963 | $6,631-70.4% | $6,247-68.6% | $5,439-63.9% |
| Admin fee / account holder | $2,545 | $10,906-76.7% | $9,244-72.5% | $10,886-76.6% |