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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 | $738,000 | $138,102+434.4% | $125,381+488.6% | $134,532+448.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.83% | 750.73%-757.6pp | 572.31%-579.1pp | 418.27%-425.1pp |
| Employer contribution / active EE | $13,020 | $5,245+148.2% | $4,815+170.4% | $4,741+174.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,500 | $11,568-78.4% | $10,007-75.0% | $11,429-78.1% |