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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 | $185,141+56.3% | $153,416+88.7% | $155,188+86.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 109.31% | 18.72%+90.6pp | 17.84%+91.5pp | 148.84%-39.5pp |
| Employer contribution / active EE | $9,591 | $4,489+113.6% | $3,764+154.8% | $4,248+125.8% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,018 | $16,005-87.4% | $13,095-84.6% | $14,480-86.1% |