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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 | $345,574 | $105,160+228.6% | $94,679+265.0% | $139,456+147.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.13% | 38.04%-22.9pp | 156.75%-141.6pp | 373.45%-358.3pp |
| Employer contribution / active EE | $22,541 | $4,107+448.9% | $3,673+513.7% | $4,753+374.3% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,185 | $8,988-75.7% | $7,233-69.8% | $11,407-80.8% |