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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 | $317,964 | $133,981+137.3% | $112,249+183.3% | $134,532+136.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.38% | 47.16%-54.5pp | 27.48%-34.9pp | 418.27%-425.6pp |
| Employer contribution / active EE | $18,630 | $4,040+361.2% | $3,636+412.4% | $4,741+292.9% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $419 | $7,492-94.4% | $6,412-93.5% | $11,429-96.3% |