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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 | $278,054 | $107,353+159.0% | $92,903+199.3% | $152,885+81.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.69% | 145.62%-125.9pp | 109.43%-89.7pp | 345.39%-325.7pp |
| Employer contribution / active EE | $3,796 | $4,222-10.1% | $3,653+3.9% | $4,763-20.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,143 | $7,081-69.7% | $5,795-63.0% | $11,598-81.5% |