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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 | $257,568 | $190,879+34.9% | $160,009+61.0% | $134,532+91.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.23% | 552.63%-567.9pp | 408.85%-424.1pp | 418.27%-433.5pp |
| Employer contribution / active EE | $40,000 | $4,995+700.8% | $4,225+846.7% | $4,741+743.7% |
| Participant deferral / active EE | $155 | $6,924-97.8% | $6,183-97.5% | $6,401-97.6% |
| Admin fee / account holder | $3,621 | $10,495-65.5% | $8,715-58.5% | $11,429-68.3% |