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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 | $564,069 | $138,076+308.5% | $123,553+356.5% | $135,380+316.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.85% | 153.70%-151.8pp | 119.21%-117.4pp | 519.81%-518.0pp |
| Employer contribution / active EE | $28,827 | $5,152+459.5% | $4,628+522.9% | $4,779+503.2% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $18,377 | $10,917+68.3% | $9,284+97.9% | $10,828+69.7% |