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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 | $382,567 | $138,078+177.1% | $125,363+205.2% | $134,509+184.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.57% | 750.49%-760.1pp | 572.15%-581.7pp | 418.13%-427.7pp |
| Employer contribution / active EE | $11,460 | $5,245+118.5% | $4,815+138.0% | $4,741+141.7% |
| Participant deferral / active EE | $2,131 | $7,800-72.7% | $7,447-71.4% | $6,400-66.7% |
| Admin fee / account holder | $39,070 | $11,566+237.8% | $10,005+290.5% | $11,427+241.9% |