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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 | $437,446 | $227,399+92.4% | $189,758+130.5% | $198,609+120.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 4.45% | 61.03%-56.6pp | 52.62%-48.2pp | 202.70%-198.2pp |
| Employer contribution / active EE | $13,916 | $5,526+151.8% | $4,767+192.0% | $5,055+175.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,132 | $25,162-79.6% | $20,388-74.8% | $19,030-73.0% |