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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 | $320,827 | $138,076+132.4% | $123,553+159.7% | $135,380+137.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.50% | 153.70%-155.2pp | 119.21%-120.7pp | 519.81%-521.3pp |
| Employer contribution / active EE | $15,619 | $5,152+203.2% | $4,628+237.5% | $4,779+226.8% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,655 | $10,917-84.8% | $9,284-82.2% | $10,828-84.7% |