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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 | $290,859 | $125,190+132.3% | $105,624+175.4% | $145,897+99.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.68% | 225.22%-214.5pp | 116.20%-105.5pp | 552.29%-541.6pp |
| Employer contribution / active EE | $25,222 | $3,720+578.0% | $3,168+696.2% | $4,663+440.9% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,695 | $17,138-25.9% | $10,961+15.8% | $13,390-5.2% |