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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 | $303,638 | $129,960+133.6% | $104,299+191.1% | $134,545+125.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -3.97% | 42.06%-46.0pp | 24.62%-28.6pp | 418.37%-422.3pp |
| Employer contribution / active EE | $10,000 | $4,186+138.9% | $3,373+196.5% | $4,742+110.9% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $26,473 | $9,324+183.9% | $7,339+260.7% | $11,431+131.6% |