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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 | $267,237 | $99,032+169.8% | $80,022+234.0% | $135,380+97.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.18% | 15.39%-23.6pp | 11.22%-19.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $15,649 | $3,043+414.2% | $2,468+534.1% | $4,779+227.5% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $16,362 | $10,436+56.8% | $6,521+150.9% | $10,828+51.1% |