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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 | $275,237 | $138,076+99.3% | $123,553+122.8% | $135,380+103.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.69% | 153.70%-161.4pp | 119.21%-126.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $1,097 | $5,152-78.7% | $4,628-76.3% | $4,779-77.0% |
| Participant deferral / active EE | $1,238 | $6,800-81.8% | $6,426-80.7% | $5,609-77.9% |
| Admin fee / account holder | $2,840 | $10,917-74.0% | $9,284-69.4% | $10,828-73.8% |