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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 | $276,863 | $190,862+45.1% | $159,991+73.0% | $134,509+105.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -10.45% | 552.59%-563.0pp | 408.82%-419.3pp | 418.13%-428.6pp |
| Employer contribution / active EE | $1,020 | $4,995-79.6% | $4,225-75.9% | $4,741-78.5% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,400-100.0% |
| Admin fee / account holder | $846 | $10,495-91.9% | $8,715-90.3% | $11,427-92.6% |