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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 | $268,908 | $198,461+35.5% | $170,436+57.8% | $147,585+82.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.86% | 257.30%-240.4pp | 205.94%-189.1pp | 578.57%-561.7pp |
| Employer contribution / active EE | $28,211 | $6,184+356.2% | $5,433+419.3% | $4,876+478.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $309 | $16,852-98.2% | $13,880-97.8% | $10,885-97.2% |