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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 | $287,293 | $132,634+116.6% | $115,768+148.2% | $137,256+109.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 10.03% | 160.70%-150.7pp | 100.46%-90.4pp | 220.34%-210.3pp |
| Employer contribution / active EE | $6,466 | $3,360+92.5% | $2,940+119.9% | $4,156+55.6% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $17,920 | $15,028+19.2% | $12,439+44.1% | $12,270+46.0% |