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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 | $268,213 | $226,105+18.6% | $182,540+46.9% | $152,897+75.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 22.62% | 192.58%-170.0pp | 148.58%-126.0pp | 345.43%-322.8pp |
| Employer contribution / active EE | $3,333 | $4,978-33.0% | $4,076-18.2% | $4,764-30.0% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,748 | $10,706-27.6% | $8,593-9.8% | $11,599-33.2% |