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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 | $452,669 | $209,428+116.1% | $178,498+153.6% | $158,950+184.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.31% | 188.78%-162.5pp | 151.09%-124.8pp | 302.91%-276.6pp |
| Employer contribution / active EE | $2,568 | $5,707-55.0% | $5,011-48.8% | $4,762-46.1% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $30,854 | $17,077+80.7% | $13,985+120.6% | $11,248+174.3% |