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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 | $779,669 | $97,729+697.8% | $83,830+830.1% | $135,379+475.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.98% | 1287.52%-1288.5pp | 850.97%-851.9pp | 519.79%-520.8pp |
| Employer contribution / active EE | $33,451 | $4,222+692.3% | $3,631+821.2% | $4,779+600.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $205,665 | $6,674+2981.4% | $5,479+3654.0% | $10,828+1799.4% |