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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 | $250,885 | $175,231+43.2% | $149,696+67.6% | $139,466+79.9% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 18.94% | 166.77%-147.8pp | 134.46%-115.5pp | 373.66%-354.7pp |
| Employer contribution / active EE | $1,749 | $5,478-68.1% | $4,821-63.7% | $4,754-63.2% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $19,251 | $16,155+19.2% | $13,212+45.7% | $11,409+68.7% |