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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 | $387,826 | $160,059+142.3% | $140,019+177.0% | $135,380+186.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.27% | 911.48%-915.7pp | 651.17%-655.4pp | 519.81%-524.1pp |
| Employer contribution / active EE | $16,429 | $6,420+155.9% | $5,605+193.1% | $4,779+243.8% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,537 | $13,328-43.4% | $10,705-29.6% | $10,828-30.4% |