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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 | $311,608 | $133,998+132.5% | $112,263+177.6% | $134,545+131.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.56% | 47.17%-61.7pp | 27.49%-42.0pp | 418.37%-432.9pp |
| Employer contribution / active EE | $20,281 | $4,040+402.0% | $3,636+457.8% | $4,742+327.7% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,020 | $7,493-73.0% | $6,410-68.5% | $11,431-82.3% |