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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 | $313,388 | $185,883+68.6% | $170,043+84.3% | $139,466+124.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.49% | 60.54%-41.0pp | 53.40%-33.9pp | 373.66%-354.2pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,636 | $11,626-85.9% | $10,410-84.3% | $6,712-75.6% |
| Admin fee / account holder | $3,555 | $15,393-76.9% | $12,824-72.3% | $11,409-68.8% |