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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 | $299,610 | $54,353+451.2% | $82,726+262.2% | $68,498+337.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.64% | -13.67%-3.0pp | 701.33%-718.0pp | -7.84%-8.8pp |
| Employer contribution / active EE | $4,064 | $2,218+83.2% | $3,009+35.1% | $2,596+56.5% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,027-100.0% |
| Admin fee / account holder | $10,777 | $4,396+145.2% | $5,328+102.3% | $5,403+99.5% |