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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 | $264,427 | $138,102+91.5% | $125,381+110.9% | $134,532+96.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.51% | 750.73%-764.2pp | 572.31%-585.8pp | 418.27%-431.8pp |
| Employer contribution / active EE | $2,810 | $5,245-46.4% | $4,815-41.6% | $4,741-40.7% |
| Participant deferral / active EE | $1,675 | $7,801-78.5% | $7,448-77.5% | $6,401-73.8% |
| Admin fee / account holder | $14,742 | $11,568+27.4% | $10,007+47.3% | $11,429+29.0% |