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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 | $360,654 | $165,399+118.1% | $149,745+140.8% | $158,982+126.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.56% | 348.34%-332.8pp | 276.72%-261.2pp | 302.99%-287.4pp |
| Employer contribution / active EE | $10,828 | $5,105+112.1% | $4,646+133.1% | $4,763+127.3% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,320 | $10,811-23.0% | $9,312-10.6% | $11,252-26.1% |