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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 | $383,154 | $185,856+106.2% | $170,028+125.3% | $139,456+174.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.40% | 60.52%-39.1pp | 53.39%-32.0pp | 373.45%-352.0pp |
| Employer contribution / active EE | $3,834 | $7,593-49.5% | $6,788-43.5% | $4,753-19.3% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $21,853 | $15,387+42.0% | $12,820+70.5% | $11,407+91.6% |