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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 | $651,999 | $135,645+380.7% | $110,243+491.4% | $135,380+381.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.05% | 513.24%-519.3pp | 314.76%-320.8pp | 519.81%-525.9pp |
| Employer contribution / active EE | $16,241 | $4,907+231.0% | $3,827+324.4% | $4,779+239.9% |
| Participant deferral / active EE | $1,300 | $5,507-76.4% | $4,672-72.2% | $5,609-76.8% |
| Admin fee / account holder | $5,738 | $11,458-49.9% | $8,548-32.9% | $10,828-47.0% |