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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 | $591,517 | $135,645+336.1% | $110,243+436.6% | $135,380+336.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.60% | 513.24%-518.8pp | 314.76%-320.4pp | 519.81%-525.4pp |
| Employer contribution / active EE | $39,472 | $4,907+704.4% | $3,827+931.5% | $4,779+726.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,688 | $11,458-50.4% | $8,548-33.5% | $10,828-47.5% |