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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 | $356,945 | $209,422+70.4% | $178,503+100.0% | $158,982+124.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.57% | 188.81%-175.2pp | 151.12%-137.6pp | 302.99%-289.4pp |
| Employer contribution / active EE | $1,785 | $5,707-68.7% | $5,011-64.4% | $4,763-62.5% |
| Participant deferral / active EE | $1,844 | $5,955-69.0% | $5,202-64.6% | $5,983-69.2% |
| Admin fee / account holder | $380 | $17,079-97.8% | $13,987-97.3% | $11,252-96.6% |