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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 | $288,282 | $135,639+112.5% | $110,241+161.5% | $135,382+112.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.09% | 513.21%-515.3pp | 314.75%-316.8pp | 519.77%-521.9pp |
| Employer contribution / active EE | $11,111 | $4,907+126.5% | $3,827+190.4% | $4,779+132.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,855 | $11,457-66.4% | $8,548-54.9% | $10,829-64.4% |