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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 | $939,688 | $106,557+781.9% | $91,227+930.1% | $134,545+598.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -11.40% | 160.81%-172.2pp | 114.14%-125.5pp | 418.37%-429.8pp |
| Employer contribution / active EE | $26,064 | $3,332+682.2% | $2,851+814.1% | $4,742+449.7% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,877 | $6,235+26.3% | $5,423+45.3% | $11,431-31.1% |