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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 | $969,868 | $97,729+892.4% | $83,830+1056.9% | $135,379+616.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.01% | 1287.52%-1291.5pp | 850.97%-855.0pp | 519.79%-523.8pp |
| Employer contribution / active EE | $3,868 | $4,222-8.4% | $3,631+6.5% | $4,779-19.1% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $35,250 | $6,674+428.1% | $5,479+543.4% | $10,828+225.5% |