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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 | $291,393 | $171,492+69.9% | $150,734+93.3% | $198,609+46.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 9.55% | 804.70%-795.2pp | 600.81%-591.3pp | 202.70%-193.2pp |
| Employer contribution / active EE | $1,844 | $5,470-66.3% | $4,918-62.5% | $5,055-63.5% |
| Participant deferral / active EE | $2,373 | $6,259-62.1% | $5,610-57.7% | $6,977-66.0% |
| Admin fee / account holder | $6,590 | $17,628-62.6% | $14,905-55.8% | $19,030-65.4% |