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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 | $370,657 | $97,732+279.3% | $83,831+342.1% | $135,380+173.8% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -6.63% | 1287.56%-1294.2pp | 850.99%-857.6pp | 519.81%-526.4pp |
| Employer contribution / active EE | $16,667 | $4,222+294.8% | $3,631+359.0% | $4,779+248.8% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,050 | $6,675-54.3% | $5,479-44.3% | $10,828-71.8% |