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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 | $274,965 | $202,463+35.8% | $169,397+62.3% | $139,487+97.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 11.50% | 532.64%-521.1pp | 406.23%-394.7pp | 373.84%-362.3pp |
| Employer contribution / active EE | $1,377 | $4,694-70.7% | $4,013-65.7% | $4,755-71.0% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $12,394 | $10,726+15.6% | $9,017+37.5% | $11,407+8.7% |