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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 | $289,453 | $177,156+63.4% | $147,027+96.9% | $154,746+87.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 109.31% | 21.94%+87.4pp | 20.23%+89.1pp | 172.34%-63.0pp |
| Employer contribution / active EE | $9,591 | $4,336+121.2% | $3,626+164.5% | $4,379+119.0% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,018 | $14,904-86.5% | $12,223-83.5% | $14,365-86.0% |