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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 | $278,069 | $160,059+73.7% | $140,019+98.6% | $135,382+105.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.61% | 911.44%-919.1pp | 651.15%-658.8pp | 519.77%-527.4pp |
| Employer contribution / active EE | $8,000 | $6,420+24.6% | $5,605+42.7% | $4,779+67.4% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,544 | $13,328-13.4% | $10,705+7.8% | $10,829+6.6% |