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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 | $465,593 | $138,076+237.2% | $123,553+276.8% | $135,380+243.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.11% | 153.70%-160.8pp | 119.21%-126.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $1,845 | $5,152-64.2% | $4,628-60.1% | $4,779-61.4% |
| Participant deferral / active EE | $267 | $6,800-96.1% | $6,426-95.9% | $5,609-95.2% |
| Admin fee / account holder | $74,216 | $10,917+579.8% | $9,284+699.4% | $10,828+585.4% |