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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 | $280,578 | $93,117+201.3% | $77,096+263.9% | $134,532+108.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -6.95% | 62.67%-69.6pp | 42.35%-49.3pp | 418.27%-425.2pp |
| Employer contribution / active EE | $34,973 | $3,420+922.5% | $2,814+1142.7% | $4,741+637.7% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,195 | $6,948-54.0% | $5,428-41.1% | $11,429-72.0% |