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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 | $305,712 | $138,075+121.4% | $123,552+147.4% | $135,379+125.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.67% | 153.70%-159.4pp | 119.20%-124.9pp | 519.79%-525.5pp |
| Employer contribution / active EE | $10,028 | $5,152+94.7% | $4,628+116.7% | $4,779+109.8% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $16,611 | $10,917+52.2% | $9,285+78.9% | $10,828+53.4% |