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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 | $270,986 | $175,231+54.6% | $149,696+81.0% | $139,466+94.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.16% | 166.77%-149.6pp | 134.46%-117.3pp | 373.66%-356.5pp |
| Employer contribution / active EE | $8,781 | $5,478+60.3% | $4,821+82.2% | $4,754+84.7% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,336 | $16,155-67.0% | $13,212-59.6% | $11,409-53.2% |