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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 | $501,624 | $129,960+286.0% | $104,299+380.9% | $134,545+272.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.94% | 42.06%-58.0pp | 24.62%-40.6pp | 418.37%-434.3pp |
| Employer contribution / active EE | $24,546 | $4,186+486.4% | $3,373+627.7% | $4,742+417.7% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $26,558 | $9,324+184.8% | $7,339+261.9% | $11,431+132.3% |