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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 | $263,137 | $165,399+59.1% | $149,745+75.7% | $158,982+65.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.44% | 348.34%-338.9pp | 276.72%-267.3pp | 302.99%-293.6pp |
| Employer contribution / active EE | $7,800 | $5,105+52.8% | $4,646+67.9% | $4,763+63.8% |
| Participant deferral / active EE | $1,250 | $7,183-82.6% | $6,843-81.7% | $5,983-79.1% |
| Admin fee / account holder | $27,545 | $10,811+154.8% | $9,312+195.8% | $11,252+144.8% |