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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 | $396,062 | $135,645+192.0% | $110,243+259.3% | $135,380+192.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.97% | 513.24%-519.2pp | 314.76%-320.7pp | 519.81%-525.8pp |
| Employer contribution / active EE | $1,333 | $4,907-72.8% | $3,827-65.2% | $4,779-72.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $22,458 | $11,458+96.0% | $8,548+162.7% | $10,828+107.4% |