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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 | $320,024 | $225,673+41.8% | $203,872+57.0% | $155,188+106.2% |
| Participation rate | 95.5% | 80.3%+15.1pp | 77.8%+17.7pp | 80.8%+14.7pp |
| Annual return | 8.31% | 95.91%-87.6pp | 85.11%-76.8pp | 148.84%-140.5pp |
| Employer contribution / active EE | $14,361 | $4,099+250.4% | $3,757+282.2% | $4,248+238.1% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $11,229 | $12,327-8.9% | $11,730-4.3% | $14,480-22.5% |