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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 | $305,803 | $209,422+46.0% | $178,503+71.3% | $158,982+92.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.00% | 188.81%-165.8pp | 151.12%-128.1pp | 302.99%-280.0pp |
| Employer contribution / active EE | $3,000 | $5,707-47.4% | $5,011-40.1% | $4,763-37.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,331 | $17,079-86.4% | $13,987-83.3% | $11,252-79.3% |