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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 | $860,324 | $92,766+827.4% | $82,763+939.5% | $134,545+539.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.84% | 946.97%-961.8pp | 702.45%-717.3pp | 418.37%-433.2pp |
| Employer contribution / active EE | $39,007 | $3,273+1091.8% | $3,008+1196.6% | $4,742+722.7% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,148 | $5,978-13.9% | $5,325-3.3% | $11,431-55.0% |