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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 | $750,148 | $138,075+443.3% | $123,552+507.2% | $135,379+454.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.24% | 153.70%-159.9pp | 119.20%-125.4pp | 519.79%-526.0pp |
| Employer contribution / active EE | $4,448 | $5,152-13.7% | $4,628-3.9% | $4,779-6.9% |
| Participant deferral / active EE | $1,300 | $6,800-80.9% | $6,426-79.8% | $5,609-76.8% |
| Admin fee / account holder | $4,256 | $10,917-61.0% | $9,285-54.2% | $10,828-60.7% |