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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 | $402,922 | $133,981+200.7% | $112,249+259.0% | $134,532+199.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.89% | 47.16%-60.1pp | 27.48%-40.4pp | 418.27%-431.2pp |
| Employer contribution / active EE | $32,377 | $4,040+701.4% | $3,636+790.4% | $4,741+582.9% |
| Participant deferral / active EE | $902 | $5,292-83.0% | $4,729-80.9% | $6,401-85.9% |
| Admin fee / account holder | $36,404 | $7,492+385.9% | $6,412+467.7% | $11,429+218.5% |