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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 | $152,597+105.4% | $117,533+166.6% | $134,532+132.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.27% | 53.04%-66.3pp | 29.77%-43.0pp | 418.27%-431.5pp |
| Employer contribution / active EE | $11,714 | $5,576+110.1% | $4,179+180.3% | $4,741+147.1% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,850 | $7,007-73.6% | $5,647-67.2% | $11,429-83.8% |