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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 | $710,317 | $138,072+414.5% | $123,549+474.9% | $135,382+424.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.31% | 153.69%-157.0pp | 119.20%-122.5pp | 519.77%-523.1pp |
| Employer contribution / active EE | $37,320 | $5,152+624.4% | $4,628+706.4% | $4,779+681.0% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $43,436 | $10,917+297.9% | $9,284+367.8% | $10,829+301.1% |