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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 | $256,533 | $98,776+159.7% | $149,745+71.3% | $79,856+221.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 24.52% | 27.38%-2.9pp | 276.72%-252.2pp | 31.71%-7.2pp |
| Employer contribution / active EE | $24,860 | $3,217+672.7% | $4,646+435.1% | $2,471+906.0% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,536 | $6,053-8.5% | $9,312-40.5% | $5,306+4.3% |