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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 | $327,074 | $138,102+136.8% | $125,381+160.9% | $134,532+143.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.50% | 750.73%-757.2pp | 572.31%-578.8pp | 418.27%-424.8pp |
| Employer contribution / active EE | $9,353 | $5,245+78.3% | $4,815+94.2% | $4,741+97.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $342,660 | $11,568+2862.1% | $10,007+3324.2% | $11,429+2898.3% |