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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 | $713,500 | $135,645+426.0% | $110,243+547.2% | $135,379+427.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.75% | 513.24%-517.0pp | 314.76%-318.5pp | 519.79%-523.5pp |
| Employer contribution / active EE | $26,563 | $4,907+441.3% | $3,827+594.1% | $4,779+455.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,585 | $11,458-42.5% | $8,548-23.0% | $10,828-39.2% |