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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 | $291,715 | $180,459+61.7% | $154,108+89.3% | $135,380+115.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.00% | 888.21%-893.2pp | 735.21%-740.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $11,227 | $6,035+86.0% | $5,298+111.9% | $4,779+134.9% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,878 | $16,145-82.2% | $13,411-78.5% | $10,828-73.4% |