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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 | $310,173 | $138,102+124.6% | $125,381+147.4% | $134,532+130.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.46% | 750.73%-754.2pp | 572.31%-575.8pp | 418.27%-421.7pp |
| Employer contribution / active EE | $1,350 | $5,245-74.3% | $4,815-72.0% | $4,741-71.5% |
| Participant deferral / active EE | $1,350 | $7,801-82.7% | $7,448-81.9% | $6,401-78.9% |
| Admin fee / account holder | $1,669 | $11,568-85.6% | $10,007-83.3% | $11,429-85.4% |