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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 | $282,021 | $168,635+67.2% | $147,617+91.0% | $125,389+124.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.05% | 77.65%-78.7pp | 61.98%-63.0pp | 282.24%-283.3pp |
| Employer contribution / active EE | $4,360 | $6,252-30.3% | $5,564-21.6% | $4,866-10.4% |
| Participant deferral / active EE | $957 | $5,507-82.6% | $4,895-80.4% | $5,352-82.1% |
| Admin fee / account holder | $8,342 | $13,580-38.6% | $11,612-28.2% | $9,541-12.6% |