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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 | $324,514 | $160,059+102.7% | $140,019+131.8% | $135,380+139.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.24% | 911.48%-915.7pp | 651.17%-655.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $8,266 | $6,420+28.8% | $5,605+47.5% | $4,779+73.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,481 | $13,328-28.9% | $10,705-11.4% | $10,828-12.4% |