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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 | $307,317 | $144,130+113.2% | $117,861+160.7% | $147,586+108.2% |
| Participation rate | 92.9% | 83.4%+9.4pp | 79.7%+13.2pp | 82.8%+10.0pp |
| Annual return | 16.69% | 531.20%-514.5pp | 335.11%-318.4pp | 578.59%-561.9pp |
| Employer contribution / active EE | $9,314 | $4,897+90.2% | $3,786+146.0% | $4,876+91.0% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,413 | $10,887-68.7% | $8,021-57.4% | $10,886-68.6% |