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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 | $530,322 | $138,075+284.1% | $123,552+329.2% | $135,379+291.7% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -1.81% | 153.70%-155.5pp | 119.20%-121.0pp | 519.79%-521.6pp |
| Employer contribution / active EE | $25,414 | $5,152+393.3% | $4,628+449.1% | $4,779+431.8% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $87,100 | $10,917+697.9% | $9,285+838.1% | $10,828+704.4% |