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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 | $380,490 | $160,059+137.7% | $140,019+171.7% | $135,382+181.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.95% | 911.44%-916.4pp | 651.15%-656.1pp | 519.77%-524.7pp |
| Employer contribution / active EE | $30,524 | $6,420+375.5% | $5,605+444.6% | $4,779+538.7% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,045 | $13,328-92.2% | $10,705-90.2% | $10,829-90.4% |