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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 | $380,661 | $92,743+310.4% | $82,744+360.0% | $134,532+183.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.11% | 946.63%-961.7pp | 702.22%-717.3pp | 418.27%-433.4pp |
| Employer contribution / active EE | $7,500 | $3,273+129.2% | $3,008+149.3% | $4,741+58.2% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,705 | $5,977-38.0% | $5,325-30.4% | $11,429-67.6% |