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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 | $549,882 | $152,591+260.4% | $117,529+367.9% | $134,545+308.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -10.63% | 53.04%-63.7pp | 29.77%-40.4pp | 418.37%-429.0pp |
| Employer contribution / active EE | $29,193 | $5,576+423.5% | $4,179+598.5% | $4,742+515.7% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,167 | $7,004+2.3% | $5,645+26.9% | $11,431-37.3% |