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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 | $313,884 | $468,231-33.0% | $467,873-32.9% | $483,246-35.0% |
| Participation rate | 100.0% | 97.8%+2.2pp | 97.8%+2.2pp | 93.7%+6.3pp |
| Annual return | 783.34% | 34.80%+748.5pp | 34.76%+748.6pp | 24.97%+758.4pp |
| Employer contribution / active EE | $0 | $30,904-100.0% | $32,713-100.0% | $28,334-100.0% |
| Participant deferral / active EE | $4,031 | $11,835-65.9% | $11,835-65.9% | $7,967-49.4% |
| Admin fee / account holder | $5,735 | $18,118-68.3% | $18,118-68.3% | $20,852-72.5% |