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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 | $318,306 | $202,345+57.3% | $172,755+84.3% | $152,885+108.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.11% | 1029.77%-1006.7pp | 802.94%-779.8pp | 345.39%-322.3pp |
| Employer contribution / active EE | $1,469 | $5,858-74.9% | $5,144-71.4% | $4,763-69.2% |
| Participant deferral / active EE | $650 | $5,948-89.1% | $5,198-87.5% | $5,851-88.9% |
| Admin fee / account holder | $7,860 | $17,111-54.1% | $13,955-43.7% | $11,598-32.2% |