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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 | $318,245 | $67,352+372.5% | $60,899+422.6% | $134,509+136.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.98% | 49.99%-69.0pp | 16.92%-35.9pp | 418.13%-437.1pp |
| Employer contribution / active EE | $23,832 | $3,098+669.3% | $2,702+781.9% | $4,741+402.7% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $18,201 | $4,585+297.0% | $3,225+464.4% | $11,427+59.3% |