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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 | $281,324 | $133,998+109.9% | $112,263+150.6% | $134,545+109.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.84% | 47.17%-61.0pp | 27.49%-41.3pp | 418.37%-432.2pp |
| Employer contribution / active EE | $18,484 | $4,040+357.5% | $3,636+408.4% | $4,742+289.8% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,941 | $7,493-47.4% | $6,410-38.5% | $11,431-65.5% |