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Employer 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 | $354,177 | $138,102+156.5% | $125,381+182.5% | $134,532+163.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.13% | 750.73%-770.9pp | 572.31%-592.4pp | 418.27%-438.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,533 | $7,801+35.0% | $7,448+41.4% | $6,401+64.6% |
| Admin fee / account holder | $31,913 | $11,568+175.9% | $10,007+218.9% | $11,429+179.2% |