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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 | $306,436 | $138,076+121.9% | $123,553+148.0% | $135,380+126.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.11% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $18,738 | $5,152+263.7% | $4,628+304.9% | $4,779+292.1% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,891 | $10,917+18.1% | $9,284+38.8% | $10,828+19.0% |