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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 | $314,883 | $144,130+118.5% | $117,861+167.2% | $147,586+113.4% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 15.33% | 531.20%-515.9pp | 335.11%-319.8pp | 578.59%-563.3pp |
| Employer contribution / active EE | $13,889 | $4,897+183.6% | $3,786+266.8% | $4,876+184.8% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $36,740 | $10,887+237.5% | $8,021+358.1% | $10,886+237.5% |