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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 | $284,761 | $97,732+191.4% | $83,831+239.7% | $135,380+110.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.93% | 1287.56%-1288.5pp | 850.99%-851.9pp | 519.81%-520.7pp |
| Employer contribution / active EE | $4,922 | $4,222+16.6% | $3,631+35.6% | $4,779+3.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,193 | $6,675-37.2% | $5,479-23.5% | $10,828-61.3% |