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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 | $283,692 | $138,114+105.4% | $125,391+126.2% | $134,545+110.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -9.20% | 750.88%-760.1pp | 572.41%-581.6pp | 418.37%-427.6pp |
| Employer contribution / active EE | $25,000 | $5,246+376.6% | $4,816+419.1% | $4,742+427.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $190,681 | $11,570+1548.1% | $10,009+1805.2% | $11,431+1568.2% |