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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 | $289,871 | $99,017+192.7% | $86,587+234.8% | $147,585+96.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.77% | 1312.37%-1298.6pp | 964.86%-951.1pp | 578.56%-564.8pp |
| Employer contribution / active EE | $3,333 | $3,132+6.4% | $2,839+17.4% | $4,876-31.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,120 | $5,710+94.7% | $4,906+126.7% | $10,885+2.2% |