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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 | $312,909 | $140,578+122.6% | $100,671+210.8% | $125,389+149.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -3.31% | 24.67%-28.0pp | 20.43%-23.7pp | 282.24%-285.6pp |
| Employer contribution / active EE | $38,838 | $5,965+551.1% | $4,012+868.0% | $4,866+698.1% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,570 | $6,716-46.9% | $4,850-26.4% | $9,541-62.6% |