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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 | $373,324 | $183,592+103.3% | $155,567+140.0% | $145,959+155.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.99% | 61.24%-49.2pp | 64.74%-52.7pp | 561.95%-550.0pp |
| Employer contribution / active EE | $3,321 | $5,315-37.5% | $4,674-29.0% | $4,661-28.8% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,252 | $19,318-78.0% | $15,916-73.3% | $13,398-68.3% |