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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 | $402,224 | $184,000+118.6% | $162,185+148.0% | $152,909+163.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.12% | 150.80%-127.7pp | 115.61%-92.5pp | 345.46%-322.3pp |
| Employer contribution / active EE | $8,339 | $6,370+30.9% | $5,613+48.6% | $4,764+75.0% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,738 | $13,124-33.4% | $10,844-19.4% | $11,601-24.7% |