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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 | $453,071 | $99,647+354.7% | $86,439+424.2% | $134,509+236.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.32% | 6784.13%-6800.5pp | 4395.55%-4411.9pp | 418.13%-434.5pp |
| Employer contribution / active EE | $61,000 | $4,401+1286.0% | $3,769+1518.5% | $4,741+1186.8% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,850 | $8,373-54.0% | $6,732-42.8% | $11,427-66.3% |