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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 | $530,622 | $176,105+201.3% | $159,474+232.7% | $167,536+216.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.87% | 331.91%-315.0pp | 263.68%-246.8pp | 478.82%-461.9pp |
| Employer contribution / active EE | $2,040 | $5,299-61.5% | $4,831-57.8% | $4,839-57.8% |
| Participant deferral / active EE | $90 | $7,751-98.8% | $7,353-98.8% | $6,342-98.6% |
| Admin fee / account holder | $11,671 | $12,559-7.1% | $10,802+8.0% | $12,315-5.2% |