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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 | $653,293 | $47,977+1261.7% | $154,111+323.9% | $56,287+1060.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.71% | 3.54%-9.2pp | 735.18%-740.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $46,176 | $2,169+2029.2% | $5,298+771.6% | $2,111+2087.4% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $57,159 | $438+12943.1% | $13,411+326.2% | $521+10872.2% |