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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 | $298,900 | $166,131+79.9% | $164,975+81.2% | $145,877+104.9% |
| Participation rate | 82.4% | 82.0%+0.3pp | 78.6%+3.7pp | 80.3%+2.1pp |
| Annual return | 38.36% | 100.37%-62.0pp | 70.12%-31.8pp | 551.28%-512.9pp |
| Employer contribution / active EE | $1,832 | $5,276-65.3% | $4,343-57.8% | $4,663-60.7% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6,405 | $16,648-61.5% | $12,688-49.5% | $13,402-52.2% |