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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 | $640,236 | $99,668+542.4% | $86,451+640.6% | $134,545+375.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.24% | 6789.61%-6804.8pp | 4398.51%-4413.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $20,333 | $4,403+361.8% | $3,770+439.4% | $4,742+328.8% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,167 | $8,377-50.3% | $6,734-38.1% | $11,431-63.5% |