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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 | $380,264 | $133,998+183.8% | $112,263+238.7% | $134,545+182.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.10% | 47.17%-62.3pp | 27.49%-42.6pp | 418.37%-433.5pp |
| Employer contribution / active EE | $16,492 | $4,040+308.2% | $3,636+353.6% | $4,742+247.8% |
| Participant deferral / active EE | $1,008 | $5,292-81.0% | $4,729-78.7% | $6,401-84.3% |
| Admin fee / account holder | $9,623 | $7,493+28.4% | $6,410+50.1% | $11,431-15.8% |