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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 | $282,737 | $84,464+234.7% | $61,399+360.5% | $134,509+110.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -18.51% | 585.06%-603.6pp | 338.81%-357.3pp | 418.13%-436.6pp |
| Employer contribution / active EE | $9,145 | $1,545+492.1% | $1,159+688.7% | $4,741+92.9% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,124-100.0% | $6,400-100.0% |
| Admin fee / account holder | $19,452 | $2,587+651.8% | $2,131+812.9% | $11,427+70.2% |