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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 | $440,852 | $82,324+435.5% | $68,803+540.7% | $134,545+227.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.78% | -2.17%-17.6pp | -6.37%-13.4pp | 418.37%-438.1pp |
| Employer contribution / active EE | $5,955 | $3,302+80.4% | $2,656+124.2% | $4,742+25.6% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $25,000 | $6,485+285.5% | $4,936+406.5% | $11,431+118.7% |