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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 | $1,416,371 | $147,727+858.8% | $115,756+1123.6% | $134,532+952.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -12.90% | 73.96%-86.9pp | 143.14%-156.0pp | 418.27%-431.2pp |
| Employer contribution / active EE | $34,372 | $4,713+629.3% | $3,793+806.3% | $4,741+625.0% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $6,254-100.0% | $6,401-100.0% |
| Admin fee / account holder | $74,747 | $14,571+413.0% | $8,124+820.0% | $11,429+554.0% |