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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 | $349,767 | $209,422+67.0% | $178,503+95.9% | $158,982+120.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.11% | 188.81%-179.7pp | 151.12%-142.0pp | 302.99%-293.9pp |
| Employer contribution / active EE | $2,397 | $5,707-58.0% | $5,011-52.2% | $4,763-49.7% |
| Participant deferral / active EE | $863 | $5,955-85.5% | $5,202-83.4% | $5,983-85.6% |
| Admin fee / account holder | $170,809 | $17,079+900.1% | $13,987+1121.2% | $11,252+1418.1% |