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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 | $383,032 | $148,623+157.7% | $135,974+181.7% | $139,466+174.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.75% | 79.30%-64.6pp | 68.30%-53.6pp | 373.66%-358.9pp |
| Employer contribution / active EE | $10,318 | $5,246+96.7% | $4,859+112.4% | $4,754+117.0% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $10,492 | $12,406-15.4% | $10,767-2.6% | $11,409-8.0% |