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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 | $351,931 | $138,102+154.8% | $125,381+180.7% | $134,532+161.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.31% | 750.73%-767.0pp | 572.31%-588.6pp | 418.27%-434.6pp |
| Employer contribution / active EE | $15,506 | $5,245+195.6% | $4,815+222.0% | $4,741+227.1% |
| Participant deferral / active EE | $1,280 | $7,801-83.6% | $7,448-82.8% | $6,401-80.0% |
| Admin fee / account holder | $5,510 | $11,568-52.4% | $10,007-44.9% | $11,429-51.8% |