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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 | $376,040 | $138,102+172.3% | $125,381+199.9% | $134,532+179.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -8.61% | 750.73%-759.3pp | 572.31%-580.9pp | 418.27%-426.9pp |
| Employer contribution / active EE | $6,667 | $5,245+27.1% | $4,815+38.4% | $4,741+40.6% |
| Participant deferral / active EE | $2,460 | $7,801-68.5% | $7,448-67.0% | $6,401-61.6% |
| Admin fee / account holder | $5,545 | $11,568-52.1% | $10,007-44.6% | $11,429-51.5% |