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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 | $540,231 | $168,635+220.4% | $147,617+266.0% | $125,389+330.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.95% | 77.65%-79.6pp | 61.98%-63.9pp | 282.24%-284.2pp |
| Employer contribution / active EE | $9,091 | $6,252+45.4% | $5,564+63.4% | $4,866+86.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $15,000 | $13,580+10.5% | $11,612+29.2% | $9,541+57.2% |