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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 | $414,498 | $175,259+136.5% | $149,723+176.8% | $139,487+197.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.88% | 166.82%-135.9pp | 134.50%-103.6pp | 373.84%-343.0pp |
| Employer contribution / active EE | $2,662 | $5,478-51.4% | $4,821-44.8% | $4,755-44.0% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $12,824 | $16,158-20.6% | $13,215-3.0% | $11,407+12.4% |