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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 | $575,293 | $180,459+218.8% | $154,108+273.3% | $135,380+324.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.71% | 888.21%-889.9pp | 735.21%-736.9pp | 519.81%-521.5pp |
| Employer contribution / active EE | $54,000 | $6,035+794.8% | $5,298+919.3% | $4,779+1030.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,542 | $16,145-65.7% | $13,411-58.7% | $10,828-48.8% |