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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 | $898,596 | $95,979+836.2% | $74,551+1105.4% | $135,380+563.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.89% | 56.97%-59.9pp | 32.53%-35.4pp | 519.81%-522.7pp |
| Employer contribution / active EE | $12,521 | $2,716+361.0% | $1,961+538.5% | $4,779+162.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $16,300 | $6,522+149.9% | $5,059+222.2% | $10,828+50.5% |