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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 | $429,228 | $175,257+144.9% | $149,717+186.7% | $139,456+207.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.01% | 166.70%-155.7pp | 134.41%-123.4pp | 373.45%-362.4pp |
| Employer contribution / active EE | $17,533 | $5,477+220.1% | $4,820+263.8% | $4,753+268.9% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,380 | $16,156-79.1% | $13,213-74.4% | $11,407-70.4% |