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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 | $440,601 | $93,124+373.1% | $77,100+471.5% | $134,545+227.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.22% | 62.68%-75.9pp | 42.35%-55.6pp | 418.37%-431.6pp |
| Employer contribution / active EE | $24,989 | $3,421+630.4% | $2,815+787.7% | $4,742+427.0% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $67,124 | $6,970+863.1% | $5,443+1133.1% | $11,431+487.2% |