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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 | $347,803 | $157,304+121.1% | $141,197+146.3% | $152,909+127.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.51% | 64.34%-38.8pp | 71.41%-45.9pp | 345.46%-320.0pp |
| Employer contribution / active EE | $22,346 | $5,263+324.6% | $4,736+371.8% | $4,764+369.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $359 | $12,126-97.0% | $10,265-96.5% | $11,601-96.9% |