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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 | $253,548 | $176,077+44.0% | $159,455+59.0% | $167,518+51.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.96% | 331.83%-314.9pp | 263.63%-246.7pp | 478.71%-461.8pp |
| Employer contribution / active EE | $25,953 | $5,298+389.8% | $4,830+437.3% | $4,838+436.4% |
| Participant deferral / active EE | $343 | $7,751-95.6% | $7,353-95.3% | $6,342-94.6% |
| Admin fee / account holder | $1,783 | $12,556-85.8% | $10,800-83.5% | $12,312-85.5% |