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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 | $413,271 | $87,016+374.9% | $63,244+553.5% | $125,388+229.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -3.54% | 21.71%-25.2pp | -70.31%+66.8pp | 282.24%-285.8pp |
| Employer contribution / active EE | $10,967 | $3,601+204.6% | $2,322+372.3% | $4,866+125.4% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $66,153 | $11,954+453.4% | $5,893+1022.6% | $9,541+593.4% |