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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 | $369,898 | $176,077+110.1% | $159,455+132.0% | $167,518+120.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 39.52% | 331.83%-292.3pp | 263.63%-224.1pp | 478.71%-439.2pp |
| Employer contribution / active EE | $2,854 | $5,298-46.1% | $4,830-40.9% | $4,838-41.0% |
| Participant deferral / active EE | $2,216 | $7,751-71.4% | $7,353-69.9% | $6,342-65.1% |
| Admin fee / account holder | $2,710 | $12,556-78.4% | $10,800-74.9% | $12,312-78.0% |