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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 | $272,653 | $226,090+20.6% | $182,531+49.4% | $152,885+78.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 12.31% | 192.57%-180.3pp | 148.57%-136.3pp | 345.39%-333.1pp |
| Employer contribution / active EE | $15,871 | $4,978+218.8% | $4,075+289.4% | $4,763+233.2% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,071 | $10,705-71.3% | $8,593-64.3% | $11,598-73.5% |