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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 | $516,791 | $138,078+274.3% | $125,363+312.2% | $134,509+284.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.44% | 750.49%-750.9pp | 572.15%-572.6pp | 418.13%-418.6pp |
| Employer contribution / active EE | $13,150 | $5,245+150.7% | $4,815+173.1% | $4,741+177.4% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,000 | $11,566-65.4% | $10,005-60.0% | $11,427-65.0% |