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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 | $307,815 | $148,629+107.1% | $135,982+126.4% | $139,487+120.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.98% | 79.33%-56.4pp | 68.32%-45.3pp | 373.84%-350.9pp |
| Employer contribution / active EE | $28,158 | $5,247+436.7% | $4,859+479.5% | $4,755+492.2% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $13,060 | $12,406+5.3% | $10,767+21.3% | $11,407+14.5% |