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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 | $300,817 | $95,975+213.4% | $74,549+303.5% | $135,379+122.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.27% | 56.96%-64.2pp | 32.53%-39.8pp | 519.79%-527.1pp |
| Employer contribution / active EE | $9,625 | $2,716+254.4% | $1,961+390.8% | $4,779+101.4% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13,358 | $6,522+104.8% | $5,059+164.0% | $10,828+23.4% |