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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 | $311,699 | $111,814+178.8% | $93,654+232.8% | $145,959+113.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.61% | 203.30%-194.7pp | 133.34%-124.7pp | 561.95%-553.3pp |
| Employer contribution / active EE | $2,944 | $3,092-4.8% | $2,421+21.6% | $4,661-36.8% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,468 | $10,246-7.6% | $8,282+14.3% | $13,398-29.3% |