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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 | $611,654 | $138,078+343.0% | $125,363+387.9% | $134,509+354.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.05% | 750.49%-754.5pp | 572.15%-576.2pp | 418.13%-422.2pp |
| Employer contribution / active EE | $12,296 | $5,245+134.4% | $4,815+155.4% | $4,741+159.4% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,232 | $11,566-63.4% | $10,005-57.7% | $11,427-63.0% |