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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 | $790,187 | $190,862+314.0% | $159,991+393.9% | $134,509+487.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.41% | 552.59%-569.0pp | 408.82%-425.2pp | 418.13%-434.5pp |
| Employer contribution / active EE | $30,335 | $4,995+507.4% | $4,225+618.0% | $4,741+539.9% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,447 | $10,495-76.7% | $8,715-71.9% | $11,427-78.6% |