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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 | $284,028 | $217,432+30.6% | $185,851+52.8% | $167,553+69.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.69% | 148.43%-138.7pp | 122.11%-112.4pp | 478.89%-469.2pp |
| Employer contribution / active EE | $11,874 | $5,874+102.1% | $5,168+129.7% | $4,840+145.4% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $965 | $19,820-95.1% | $16,245-94.1% | $12,316-92.2% |