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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 | $283,454 | $175,259+61.7% | $149,723+89.3% | $139,487+103.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.04% | 166.82%-149.8pp | 134.50%-117.5pp | 373.84%-356.8pp |
| Employer contribution / active EE | $15,808 | $5,478+188.5% | $4,821+227.9% | $4,755+232.5% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,209 | $16,158-86.3% | $13,215-83.3% | $11,407-80.6% |