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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 | $259,236 | $138,114+87.7% | $125,391+106.7% | $134,545+92.7% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -19.36% | 750.88%-770.2pp | 572.41%-591.8pp | 418.37%-437.7pp |
| Employer contribution / active EE | $24,582 | $5,246+368.6% | $4,816+410.5% | $4,742+418.4% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,039 | $11,570-30.5% | $10,009-19.7% | $11,431-29.7% |