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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 | $93,098+373.3% | $77,081+471.6% | $134,509+227.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.22% | 62.63%-75.9pp | 42.33%-55.5pp | 418.13%-431.4pp |
| Employer contribution / active EE | $24,989 | $3,419+630.8% | $2,813+788.2% | $4,741+427.1% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $4,428-100.0% | $6,400-100.0% |
| Admin fee / account holder | $67,124 | $6,945+866.5% | $5,427+1136.9% | $11,427+487.4% |