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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 | $353,343 | $152,597+131.6% | $117,533+200.6% | $134,532+162.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.38% | 53.04%-72.4pp | 29.77%-49.1pp | 418.27%-437.6pp |
| Employer contribution / active EE | $23,177 | $5,576+315.6% | $4,179+454.6% | $4,741+388.8% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,723 | $7,007-32.6% | $5,647-16.4% | $11,429-58.7% |