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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 | $528,126 | $138,078+282.5% | $125,363+321.3% | $134,509+292.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.94% | 750.49%-767.4pp | 572.15%-589.1pp | 418.13%-435.1pp |
| Employer contribution / active EE | $2,539 | $5,245-51.6% | $4,815-47.3% | $4,741-46.4% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $22,729 | $11,566+96.5% | $10,005+127.2% | $11,427+98.9% |