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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 | $263,653 | $138,114+90.9% | $125,391+110.3% | $134,545+96.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.74% | 750.88%-764.6pp | 572.41%-586.2pp | 418.37%-432.1pp |
| Employer contribution / active EE | $7,966 | $5,246+51.9% | $4,816+65.4% | $4,742+68.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,805 | $11,570+36.6% | $10,009+57.9% | $11,431+38.3% |