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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 | $1,134,490 | $180,459+528.7% | $154,108+636.2% | $135,380+738.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -3.42% | 888.21%-891.6pp | 735.21%-738.6pp | 519.81%-523.2pp |
| Employer contribution / active EE | $14,883 | $6,035+146.6% | $5,298+180.9% | $4,779+211.4% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $39,469 | $16,145+144.5% | $13,411+194.3% | $10,828+264.5% |