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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 | $326,970 | $97,761+234.5% | $83,850+289.9% | $135,382+141.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.86% | 1287.44%-1292.3pp | 850.92%-855.8pp | 519.77%-524.6pp |
| Employer contribution / active EE | $14,286 | $4,222+238.4% | $3,631+293.5% | $4,779+198.9% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,581 | $6,674-76.3% | $5,478-71.1% | $10,829-85.4% |