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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 | $1,115,312 | $197,819+463.8% | $155,789+615.9% | $125,389+789.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.83% | 86.73%-89.6pp | 71.54%-74.4pp | 282.24%-285.1pp |
| Employer contribution / active EE | $31,900 | $4,850+557.7% | $3,839+731.0% | $4,866+555.6% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $31,081 | $9,544+225.7% | $7,477+315.7% | $9,541+225.8% |