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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 | $729,542 | $138,114+428.2% | $125,391+481.8% | $134,545+442.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.97% | 750.88%-760.9pp | 572.41%-582.4pp | 418.37%-428.3pp |
| Employer contribution / active EE | $2,654 | $5,246-49.4% | $4,816-44.9% | $4,742-44.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,703 | $11,570-24.8% | $10,009-13.0% | $11,431-23.9% |