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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 | $341,709 | $72,404+372.0% | $110,243+210.0% | $64,173+432.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.63% | -6.29%+1.7pp | 314.76%-319.4pp | 7.63%-12.3pp |
| Employer contribution / active EE | $22,321 | $2,282+878.3% | $3,827+483.3% | $2,381+837.5% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $18,078 | $5,664+219.2% | $8,548+111.5% | $4,887+269.9% |