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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 | $304,140 | $227,291+33.8% | $214,702+41.7% | $155,188+96.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 12.76% | 60.08%-47.3pp | 54.55%-41.8pp | 148.84%-136.1pp |
| Employer contribution / active EE | $24,500 | $6,772+261.8% | $6,461+279.2% | $4,248+476.8% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $10,939 | $20,413-46.4% | $19,830-44.8% | $14,480-24.5% |