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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 | $693,122 | $99,647+595.6% | $86,439+701.9% | $134,509+415.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.40% | 6784.13%-6785.5pp | 4395.55%-4396.9pp | 418.13%-419.5pp |
| Employer contribution / active EE | $12,881 | $4,401+192.7% | $3,769+241.8% | $4,741+171.7% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $21,553 | $8,373+157.4% | $6,732+220.2% | $11,427+88.6% |