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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 | $341,460 | $184,000+85.6% | $162,185+110.5% | $152,909+123.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 16.43% | 150.80%-134.4pp | 115.61%-99.2pp | 345.46%-329.0pp |
| Employer contribution / active EE | $5,544 | $6,370-13.0% | $5,613-1.2% | $4,764+16.4% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,637 | $13,124-11.3% | $10,844+7.3% | $11,601+0.3% |