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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 | $1,260,000 | $135,645+828.9% | $110,243+1042.9% | $135,380+830.7% |
| Participation rate | 85.0% | 83.5%+1.5pp | 79.8%+5.2pp | 82.6%+2.4pp |
| Annual return | -0.79% | 513.24%-514.0pp | 314.76%-315.5pp | 519.81%-520.6pp |
| Employer contribution / active EE | $54,808 | $4,907+1017.0% | $3,827+1332.2% | $4,779+1046.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $32,830 | $11,458+186.5% | $8,548+284.1% | $10,828+203.2% |