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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 | $252,096 | $138,078+82.6% | $125,363+101.1% | $134,509+87.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.46% | 750.49%-756.0pp | 572.15%-577.6pp | 418.13%-423.6pp |
| Employer contribution / active EE | $14,518 | $5,245+176.8% | $4,815+201.5% | $4,741+206.2% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $9,751 | $11,566-15.7% | $10,005-2.5% | $11,427-14.7% |