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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 | $364,757 | $175,257+108.1% | $149,717+143.6% | $139,456+161.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.92% | 166.70%-152.8pp | 134.41%-120.5pp | 373.45%-359.5pp |
| Employer contribution / active EE | $43,565 | $5,477+695.5% | $4,820+803.9% | $4,753+816.6% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,588 | $16,156-65.4% | $13,213-57.7% | $11,407-51.0% |