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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 | $290,988 | $138,076+110.7% | $123,553+135.5% | $135,380+114.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.01% | 153.70%-154.7pp | 119.21%-120.2pp | 519.81%-520.8pp |
| Employer contribution / active EE | $1,775 | $5,152-65.5% | $4,628-61.6% | $4,779-62.9% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $21,781 | $10,917+99.5% | $9,284+134.6% | $10,828+101.2% |