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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 | $330,275 | $168,636+95.9% | $147,618+123.7% | $125,388+163.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.67% | 77.65%-79.3pp | 61.98%-63.6pp | 282.24%-283.9pp |
| Employer contribution / active EE | $15,397 | $6,252+146.3% | $5,565+176.7% | $4,866+216.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,743 | $13,580-87.2% | $11,612-85.0% | $9,541-81.7% |