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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 | $313,849 | $132,634+136.6% | $115,768+171.1% | $137,256+128.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.26% | 160.70%-148.4pp | 100.46%-88.2pp | 220.34%-208.1pp |
| Employer contribution / active EE | $8,333 | $3,360+148.0% | $2,940+183.5% | $4,156+100.5% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $37,203 | $15,028+147.6% | $12,439+199.1% | $12,270+203.2% |