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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 | $341,936 | $202,345+69.0% | $172,755+97.9% | $152,885+123.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.43% | 1029.77%-1007.3pp | 802.94%-780.5pp | 345.39%-323.0pp |
| Employer contribution / active EE | $4,891 | $5,858-16.5% | $5,144-4.9% | $4,763+2.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,229 | $17,111-87.0% | $13,955-84.0% | $11,598-80.8% |