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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 | $582,910 | $97,761+496.3% | $83,850+595.2% | $135,382+330.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.12% | 1287.44%-1293.6pp | 850.92%-857.0pp | 519.77%-525.9pp |
| Employer contribution / active EE | $18,534 | $4,222+339.0% | $3,631+410.4% | $4,779+287.8% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,430 | $6,674-78.6% | $5,478-73.9% | $10,829-86.8% |