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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 | $368,578 | $135,645+171.7% | $110,243+234.3% | $135,380+172.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.62% | 513.24%-514.9pp | 314.76%-316.4pp | 519.81%-521.4pp |
| Employer contribution / active EE | $16,360 | $4,907+233.4% | $3,827+327.5% | $4,779+242.3% |
| Participant deferral / active EE | $267 | $5,507-95.2% | $4,672-94.3% | $5,609-95.2% |
| Admin fee / account holder | $25,319 | $11,458+121.0% | $8,548+196.2% | $10,828+133.8% |