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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 | $466,969 | $106,557+338.2% | $91,227+411.9% | $134,545+247.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.34% | 160.81%-177.2pp | 114.14%-130.5pp | 418.37%-434.7pp |
| Employer contribution / active EE | $7,500 | $3,332+125.1% | $2,851+163.1% | $4,742+58.2% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $16,632 | $6,235+166.7% | $5,423+206.7% | $11,431+45.5% |