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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 | $544,283 | $138,075+294.2% | $123,552+340.5% | $135,379+302.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.97% | 153.70%-162.7pp | 119.20%-128.2pp | 519.79%-528.8pp |
| Employer contribution / active EE | $32,517 | $5,152+531.2% | $4,628+602.6% | $4,779+580.4% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,267 | $10,917-42.6% | $9,285-32.5% | $10,828-42.1% |