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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 | $315,313 | $217,427+45.0% | $185,837+69.7% | $167,518+88.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.49% | 148.39%-131.9pp | 122.08%-105.6pp | 478.71%-462.2pp |
| Employer contribution / active EE | $20,000 | $5,874+240.5% | $5,168+287.0% | $4,838+313.4% |
| Participant deferral / active EE | $720 | $6,357-88.7% | $5,568-87.1% | $6,342-88.6% |
| Admin fee / account holder | $2,212 | $19,816-88.8% | $16,241-86.4% | $12,312-82.0% |