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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 | $316,630 | $152,542+107.6% | $117,498+169.5% | $134,509+135.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -3.04% | 53.02%-56.1pp | 29.75%-32.8pp | 418.13%-421.2pp |
| Employer contribution / active EE | $46,333 | $5,574+731.2% | $4,178+1009.0% | $4,741+877.4% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,096 | $7,006-70.1% | $5,646-62.9% | $11,427-81.7% |