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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 | $253,818 | $138,076+83.8% | $123,553+105.4% | $135,380+87.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.68% | 153.70%-159.4pp | 119.21%-124.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $2,052 | $5,152-60.2% | $4,628-55.7% | $4,779-57.1% |
| Participant deferral / active EE | $1,818 | $6,800-73.3% | $6,426-71.7% | $5,609-67.6% |
| Admin fee / account holder | $73,594 | $10,917+574.1% | $9,284+692.7% | $10,828+579.7% |