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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 | $302,057 | $209,428+44.2% | $178,498+69.2% | $158,950+90.0% |
| Participation rate | 73.7% | 86.4%-12.7pp | 81.9%-8.2pp | 82.0%-8.3pp |
| Annual return | 13.27% | 188.78%-175.5pp | 151.09%-137.8pp | 302.91%-289.6pp |
| Employer contribution / active EE | $21,503 | $5,707+276.8% | $5,011+329.1% | $4,762+351.6% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $25,747 | $17,077+50.8% | $13,985+84.1% | $11,248+128.9% |