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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 | $1,814,056 | $88,603+1947.4% | $69,890+2495.6% | $134,545+1248.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -8.51% | 442.93%-451.4pp | 190.84%-199.4pp | 418.37%-426.9pp |
| Employer contribution / active EE | $31,834 | $3,236+883.8% | $2,560+1143.4% | $4,742+571.4% |
| Participant deferral / active EE | $0 | $4,771-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,856 | $10,443-24.8% | $6,267+25.3% | $11,431-31.3% |