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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 | $324,199 | $138,072+134.8% | $123,549+162.4% | $135,382+139.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 2.64% | 153.69%-151.1pp | 119.20%-116.6pp | 519.77%-517.1pp |
| Employer contribution / active EE | $21,454 | $5,152+316.5% | $4,628+363.6% | $4,779+348.9% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,570 | $10,917-12.3% | $9,284+3.1% | $10,829-11.6% |