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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 | $323,254 | $180,459+79.1% | $154,108+109.8% | $135,380+138.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.12% | 888.21%-893.3pp | 735.21%-740.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $2,093 | $6,035-65.3% | $5,298-60.5% | $4,779-56.2% |
| Participant deferral / active EE | $1,994 | $5,806-65.7% | $5,081-60.8% | $5,609-64.5% |
| Admin fee / account holder | $1,938 | $16,145-88.0% | $13,411-85.5% | $10,828-82.1% |