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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 | $534,461 | $152,591+250.3% | $117,529+354.7% | $134,545+297.2% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -17.89% | 53.04%-70.9pp | 29.77%-47.7pp | 418.37%-436.3pp |
| Employer contribution / active EE | $17,210 | $5,576+208.6% | $4,179+311.8% | $4,742+263.0% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,085 | $7,004-27.4% | $5,645-9.9% | $11,431-55.5% |