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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 | $282,976 | $112,121+152.4% | $95,960+194.9% | $158,966+78.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.87% | 171.16%-163.3pp | 91.63%-83.8pp | 302.95%-295.1pp |
| Employer contribution / active EE | $3,015 | $3,199-5.8% | $2,541+18.6% | $4,762-36.7% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $130,661 | $10,135+1189.2% | $6,797+1822.3% | $11,250+1061.4% |