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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 | $390,390 | $138,076+182.7% | $123,553+216.0% | $135,380+188.4% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -5.86% | 153.70%-159.6pp | 119.21%-125.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $25,928 | $5,152+403.3% | $4,628+460.2% | $4,779+442.5% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,522 | $10,917-21.9% | $9,284-8.2% | $10,828-21.3% |