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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 | $503,748 | $133,981+276.0% | $112,249+348.8% | $134,532+274.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.33% | 47.16%-61.5pp | 27.48%-41.8pp | 418.27%-432.6pp |
| Employer contribution / active EE | $24,617 | $4,040+509.4% | $3,636+577.0% | $4,741+419.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $23,436 | $7,492+212.8% | $6,412+265.5% | $11,429+105.1% |