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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 | $313,387 | $152,542+105.4% | $117,498+166.7% | $134,509+133.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.27% | 53.02%-66.3pp | 29.75%-43.0pp | 418.13%-431.4pp |
| Employer contribution / active EE | $11,714 | $5,574+110.2% | $4,178+180.4% | $4,741+147.1% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,850 | $7,006-73.6% | $5,646-67.2% | $11,427-83.8% |