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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 | $269,505 | $190,916+41.2% | $160,037+68.4% | $134,545+100.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -11.60% | 552.79%-564.4pp | 408.95%-420.6pp | 418.37%-430.0pp |
| Employer contribution / active EE | $4,167 | $4,996-16.6% | $4,226-1.4% | $4,742-12.1% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,594 | $10,497-8.6% | $8,716+10.1% | $11,431-16.1% |