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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 | $293,138 | $92,684+216.3% | $82,706+254.4% | $134,509+117.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.71% | 945.84%-958.5pp | 701.76%-714.5pp | 418.13%-430.8pp |
| Employer contribution / active EE | $2,797 | $3,272-14.5% | $3,007-7.0% | $4,741-41.0% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $10,836 | $5,982+81.1% | $5,329+103.4% | $11,427-5.2% |