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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 | $326,773 | $208,088+57.0% | $186,193+75.5% | $154,746+111.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 9.78% | 89.97%-80.2pp | 78.03%-68.3pp | 172.34%-162.6pp |
| Employer contribution / active EE | $23,194 | $4,340+434.4% | $3,918+492.0% | $4,379+429.7% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $909 | $11,698-92.2% | $11,058-91.8% | $14,365-93.7% |