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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 | $970,067 | $134,001+623.9% | $112,258+764.1% | $134,509+621.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.84% | 47.15%-62.0pp | 27.47%-42.3pp | 418.13%-433.0pp |
| Employer contribution / active EE | $5,000 | $4,039+23.8% | $3,636+37.5% | $4,741+5.5% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $71,157 | $7,491+849.9% | $6,411+1009.9% | $11,427+522.7% |