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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 | $340,148 | $82,678+311.4% | $125,391+171.3% | $68,490+396.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 49.00% | -5.97%+55.0pp | 572.41%-523.4pp | -7.85%+56.9pp |
| Employer contribution / active EE | $9,882 | $3,382+192.2% | $4,816+105.2% | $2,597+280.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,279 | $6,277-47.8% | $10,009-67.2% | $5,403-39.3% |