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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 | $775,496 | $152,542+408.4% | $117,498+560.0% | $134,509+476.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.77% | 53.02%-70.8pp | 29.75%-47.5pp | 418.13%-435.9pp |
| Employer contribution / active EE | $25,175 | $5,574+351.7% | $4,178+502.6% | $4,741+431.1% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $59,040 | $7,006+742.8% | $5,646+945.7% | $11,427+416.7% |