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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 | $353,312 | $202,440+74.5% | $169,390+108.6% | $139,466+153.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.36% | 532.36%-519.0pp | 406.07%-392.7pp | 373.66%-360.3pp |
| Employer contribution / active EE | $13,875 | $4,693+195.7% | $4,013+245.8% | $4,754+191.9% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,994 | $10,722-72.1% | $9,015-66.8% | $11,409-73.8% |