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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 | $311,156 | $160,059+94.4% | $140,019+122.2% | $135,380+129.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 4.59% | 911.48%-906.9pp | 651.17%-646.6pp | 519.81%-515.2pp |
| Employer contribution / active EE | $4,074 | $6,420-36.5% | $5,605-27.3% | $4,779-14.7% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $640 | $13,328-95.2% | $10,705-94.0% | $10,828-94.1% |