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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 | $368,116 | $135,639+171.4% | $110,241+233.9% | $135,382+171.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.88% | 513.21%-521.1pp | 314.75%-322.6pp | 519.77%-527.7pp |
| Employer contribution / active EE | $4,160 | $4,907-15.2% | $3,827+8.7% | $4,779-12.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $81,167 | $11,457+608.4% | $8,548+849.6% | $10,829+649.6% |