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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 | $321,212 | $148,582+116.2% | $135,942+136.3% | $139,456+130.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.73% | 79.26%-65.5pp | 68.28%-54.6pp | 373.45%-359.7pp |
| Employer contribution / active EE | $13,333 | $5,245+154.2% | $4,858+174.5% | $4,753+180.5% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,419 | $12,402-80.5% | $10,764-77.5% | $11,407-78.8% |