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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 | $758,994 | $105,853+617.0% | $90,752+736.3% | $134,493+464.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.72% | -10.99%-7.7pp | -12.16%-6.6pp | 418.01%-436.7pp |
| Employer contribution / active EE | $21,429 | $3,462+518.9% | $2,921+633.5% | $4,740+352.1% |
| Participant deferral / active EE | $0 | $5,216-100.0% | $4,564-100.0% | $6,400-100.0% |
| Admin fee / account holder | $53,919 | $13,938+286.9% | $8,446+538.4% | $11,425+371.9% |