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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 | $276,509 | $234,190+18.1% | $180,320+53.3% | $198,609+39.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 6.86% | 1057.44%-1050.6pp | 778.54%-771.7pp | 202.70%-195.8pp |
| Employer contribution / active EE | $27,772 | $5,258+428.2% | $4,108+576.1% | $5,055+449.4% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $11,776 | $12,558-6.2% | $10,000+17.8% | $19,030-38.1% |