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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 | $411,815 | $160,059+157.3% | $140,019+194.1% | $135,379+204.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.60% | 911.44%-913.0pp | 651.15%-652.8pp | 519.79%-521.4pp |
| Employer contribution / active EE | $19,256 | $6,420+200.0% | $5,605+243.5% | $4,779+302.9% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $131,441 | $13,328+886.2% | $10,705+1127.8% | $10,828+1113.9% |