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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 | $270,768 | $105,200+157.4% | $159,474+69.8% | $85,847+215.4% |
| Participation rate | 97.4% | 75.8%+21.7pp | 82.8%+14.6pp | 69.3%+28.1pp |
| Annual return | 86.67% | 45.08%+41.6pp | 263.68%-177.0pp | 318.61%-231.9pp |
| Employer contribution / active EE | $15,030 | $3,319+352.9% | $4,831+211.1% | $2,565+485.9% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,927 | $6,934-28.9% | $10,802-54.4% | $6,261-21.3% |