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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 | $303,996 | $102,663+196.1% | $86,216+252.6% | $139,466+118.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.10% | 1924.52%-1904.4pp | 1169.42%-1149.3pp | 373.66%-353.6pp |
| Employer contribution / active EE | $7,790 | $3,035+156.7% | $2,382+227.1% | $4,754+63.9% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $9,693 | $8,663+11.9% | $6,853+41.4% | $11,409-15.0% |