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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 | $330,446 | $175,212+88.6% | $149,682+120.8% | $139,427+137.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 33.34% | 166.63%-133.3pp | 134.35%-101.0pp | 373.27%-339.9pp |
| Employer contribution / active EE | $14,101 | $5,475+157.5% | $4,818+192.6% | $4,752+196.8% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $7,635 | $16,150-52.7% | $13,210-42.2% | $11,404-33.0% |