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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 | $1,373,199 | $106,549+1188.8% | $91,225+1405.3% | $134,509+920.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.04% | 160.73%-179.8pp | 114.10%-133.1pp | 418.13%-437.2pp |
| Employer contribution / active EE | $5,000 | $3,331+50.1% | $2,851+75.4% | $4,741+5.5% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $57,003 | $6,234+814.4% | $5,422+951.3% | $11,427+398.9% |