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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 | $430,278 | $190,879+125.4% | $160,009+168.9% | $134,532+219.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.32% | 552.63%-567.0pp | 408.85%-423.2pp | 418.27%-432.6pp |
| Employer contribution / active EE | $3,505 | $4,995-29.8% | $4,225-17.1% | $4,741-26.1% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,813 | $10,495-63.7% | $8,715-56.2% | $11,429-66.6% |