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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 | $303,964 | $168,636+80.2% | $147,618+105.9% | $125,388+142.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.57% | 77.65%-77.1pp | 61.98%-61.4pp | 282.24%-281.7pp |
| Employer contribution / active EE | $12,098 | $6,252+93.5% | $5,565+117.4% | $4,866+148.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,983 | $13,580-78.0% | $11,612-74.3% | $9,541-68.7% |