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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 | $941,243 | $190,879+393.1% | $160,009+488.2% | $134,532+599.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.99% | 552.63%-568.6pp | 408.85%-424.8pp | 418.27%-434.3pp |
| Employer contribution / active EE | $69,833 | $4,995+1298.1% | $4,225+1552.8% | $4,741+1372.9% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,690 | $10,495-74.4% | $8,715-69.1% | $11,429-76.5% |