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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 | $347,493 | $185,905+86.9% | $170,057+104.3% | $139,487+149.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.59% | 60.56%-47.0pp | 53.42%-39.8pp | 373.84%-360.3pp |
| Employer contribution / active EE | $8,333 | $7,597+9.7% | $6,790+22.7% | $4,755+75.3% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $335,530 | $15,397+2079.2% | $12,826+2516.0% | $11,407+2841.4% |