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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 | $316,189 | $82,674+282.5% | $125,363+152.2% | $68,495+361.6% |
| Participation rate | 94.6% | 75.0%+19.5pp | 82.4%+12.2pp | 67.9%+26.7pp |
| Annual return | -15.04% | -5.97%-9.1pp | 572.15%-587.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $11,351 | $3,382+235.7% | $4,815+135.8% | $2,596+337.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $19,573 | $6,276+211.8% | $10,005+95.6% | $5,403+262.2% |