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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 | $351,264 | $160,059+119.5% | $140,019+150.9% | $135,380+159.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.35% | 911.48%-918.8pp | 651.17%-658.5pp | 519.81%-527.2pp |
| Employer contribution / active EE | $8,627 | $6,420+34.4% | $5,605+53.9% | $4,779+80.5% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $30,533 | $13,328+129.1% | $10,705+185.2% | $10,828+182.0% |