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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 | $573,489 | $97,732+486.8% | $83,831+584.1% | $135,380+323.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.06% | 1287.56%-1291.6pp | 850.99%-855.1pp | 519.81%-523.9pp |
| Employer contribution / active EE | $17,806 | $4,222+321.7% | $3,631+390.4% | $4,779+272.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $34,318 | $6,675+414.2% | $5,479+526.4% | $10,828+216.9% |