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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 | $807,570 | $101,283+697.3% | $75,826+965.0% | $135,380+496.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -4.59% | 3384.62%-3389.2pp | 1914.15%-1918.7pp | 519.81%-524.4pp |
| Employer contribution / active EE | $44,189 | $2,382+1755.1% | $1,913+2209.5% | $4,779+824.7% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $2,862-100.0% | $5,609-100.0% |
| Admin fee / account holder | $27,219 | $6,539+316.2% | $4,726+475.9% | $10,828+151.4% |