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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 | $340,992 | $107,368+217.6% | $92,915+267.0% | $152,909+123.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.56% | 145.64%-125.1pp | 109.45%-88.9pp | 345.46%-324.9pp |
| Employer contribution / active EE | $9,232 | $4,222+118.6% | $3,653+152.7% | $4,764+93.8% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,583 | $7,082-63.5% | $5,796-55.4% | $11,601-77.7% |