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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 | $557,643 | $82,674+574.5% | $125,381+344.8% | $68,486+714.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.76% | -5.97%-7.8pp | 572.31%-586.1pp | -7.85%-5.9pp |
| Employer contribution / active EE | $23,588 | $3,382+597.5% | $4,815+389.9% | $2,597+808.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,241 | $6,277-64.3% | $10,007-77.6% | $5,404-58.5% |