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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 | $428,753 | $157,270+172.6% | $141,173+203.7% | $152,870+180.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.43% | 64.33%-45.9pp | 71.40%-53.0pp | 345.34%-326.9pp |
| Employer contribution / active EE | $8,850 | $5,261+68.2% | $4,735+86.9% | $4,763+85.8% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,850-100.0% |
| Admin fee / account holder | $84,561 | $12,121+597.6% | $10,262+724.0% | $11,597+629.2% |