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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 | $548,921 | $138,076+297.6% | $123,553+344.3% | $135,380+305.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.42% | 153.70%-155.1pp | 119.21%-120.6pp | 519.81%-521.2pp |
| Employer contribution / active EE | $10,000 | $5,152+94.1% | $4,628+116.1% | $4,779+109.3% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,900 | $10,917-0.2% | $9,284+17.4% | $10,828+0.7% |