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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 | $375,892 | $175,212+114.5% | $149,682+151.1% | $139,427+169.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.93% | 166.63%-154.7pp | 134.35%-122.4pp | 373.27%-361.3pp |
| Employer contribution / active EE | $15,033 | $5,475+174.6% | $4,818+212.0% | $4,752+216.4% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $21,940 | $16,150+35.9% | $13,210+66.1% | $11,404+92.4% |