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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 | $3,045,836 | $90,607+3261.6% | $79,467+3732.8% | $135,380+2149.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.63% | 977.74%-983.4pp | 718.30%-723.9pp | 519.81%-525.4pp |
| Employer contribution / active EE | $60,000 | $3,068+1855.8% | $2,800+2042.7% | $4,779+1155.5% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $124,364 | $5,895+2009.6% | $5,104+2336.5% | $10,828+1048.5% |