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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 | $256,718 | $202,440+26.8% | $169,390+51.6% | $139,466+84.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 11.91% | 532.36%-520.4pp | 406.07%-394.2pp | 373.66%-361.7pp |
| Employer contribution / active EE | $42,250 | $4,693+800.3% | $4,013+952.9% | $4,754+788.7% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,654 | $10,722-47.3% | $9,015-37.3% | $11,409-50.4% |