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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 | $468,550 | $92,766+405.1% | $82,763+466.1% | $134,545+248.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.98% | 946.97%-956.0pp | 702.45%-711.4pp | 418.37%-427.3pp |
| Employer contribution / active EE | $13,333 | $3,273+307.4% | $3,008+343.2% | $4,742+181.2% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,493 | $5,978-58.3% | $5,325-53.2% | $11,431-78.2% |