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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 | $298,789 | $138,102+116.4% | $125,381+138.3% | $134,532+122.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.07% | 750.73%-761.8pp | 572.31%-583.4pp | 418.27%-429.3pp |
| Employer contribution / active EE | $2,207 | $5,245-57.9% | $4,815-54.2% | $4,741-53.4% |
| Participant deferral / active EE | $1,640 | $7,801-79.0% | $7,448-78.0% | $6,401-74.4% |
| Admin fee / account holder | $33,325 | $11,568+188.1% | $10,007+233.0% | $11,429+191.6% |