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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 | $306,334 | $176,077+74.0% | $159,455+92.1% | $167,518+82.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.76% | 331.83%-316.1pp | 263.63%-247.9pp | 478.71%-463.0pp |
| Employer contribution / active EE | $1,231 | $5,298-76.8% | $4,830-74.5% | $4,838-74.6% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $859 | $12,556-93.2% | $10,800-92.0% | $12,312-93.0% |