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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 | $322,119 | $180,459+78.5% | $154,108+109.0% | $135,380+137.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.75% | 888.21%-887.5pp | 735.21%-734.5pp | 519.81%-519.1pp |
| Employer contribution / active EE | $17,796 | $6,035+194.9% | $5,298+235.9% | $4,779+272.4% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $963 | $16,145-94.0% | $13,411-92.8% | $10,828-91.1% |