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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 | $307,815 | $112,112+174.6% | $95,956+220.8% | $158,950+93.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.63% | 171.15%-161.5pp | 91.63%-82.0pp | 302.91%-293.3pp |
| Employer contribution / active EE | $6,600 | $3,199+106.3% | $2,541+159.7% | $4,762+38.6% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $673 | $10,134-93.4% | $6,797-90.1% | $11,248-94.0% |