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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 | $319,262 | $84,697+276.9% | $73,845+332.3% | $125,393+154.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.53% | 3123.66%-3126.2pp | 2267.91%-2270.4pp | 282.23%-284.8pp |
| Employer contribution / active EE | $10,805 | $3,123+245.9% | $2,788+287.6% | $4,866+122.0% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,351-100.0% |
| Admin fee / account holder | $4,234 | $5,692-25.6% | $4,881-13.2% | $9,541-55.6% |