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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 | $655,121 | $138,076+374.5% | $123,553+430.2% | $135,380+383.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.60% | 153.70%-154.3pp | 119.21%-119.8pp | 519.81%-520.4pp |
| Employer contribution / active EE | $1,656 | $5,152-67.9% | $4,628-64.2% | $4,779-65.4% |
| Participant deferral / active EE | $941 | $6,800-86.2% | $6,426-85.4% | $5,609-83.2% |
| Admin fee / account holder | $17,443 | $10,917+59.8% | $9,284+87.9% | $10,828+61.1% |