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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 | $291,872 | $168,635+73.1% | $147,617+97.7% | $125,389+132.8% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -0.92% | 77.65%-78.6pp | 61.98%-62.9pp | 282.24%-283.2pp |
| Employer contribution / active EE | $10,625 | $6,252+69.9% | $5,564+90.9% | $4,866+118.3% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $575 | $13,580-95.8% | $11,612-95.0% | $9,541-94.0% |