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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 | $672,142 | $91,536+634.3% | $130,062+416.8% | $75,177+794.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 117.34% | -631.62%+749.0pp | -137.37%+254.7pp | 160.75%-43.4pp |
| Employer contribution / active EE | $19,381 | $2,845+581.2% | $4,322+348.4% | $2,671+625.6% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $45,649 | $6,780+573.3% | $10,601+330.6% | $5,651+707.8% |