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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 | $341,621 | $92,766+268.3% | $82,763+312.8% | $134,545+153.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.68% | 946.97%-960.7pp | 702.45%-716.1pp | 418.37%-432.1pp |
| Employer contribution / active EE | $15,224 | $3,273+365.1% | $3,008+406.1% | $4,742+221.1% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $37,500 | $5,978+527.3% | $5,325+604.2% | $11,431+228.1% |