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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 | $425,731 | $90,617+369.8% | $79,476+435.7% | $135,382+214.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.10% | 977.57%-984.7pp | 718.21%-725.3pp | 519.77%-526.9pp |
| Employer contribution / active EE | $40,372 | $3,068+1216.0% | $2,800+1341.7% | $4,779+744.8% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $266,385 | $5,907+4409.4% | $5,113+5109.6% | $10,829+2360.0% |