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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 | $465,038 | $97,761+375.7% | $83,850+454.6% | $135,382+243.5% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -2.88% | 1287.44%-1290.3pp | 850.92%-853.8pp | 519.77%-522.6pp |
| Employer contribution / active EE | $6,563 | $4,222+55.5% | $3,631+80.8% | $4,779+37.3% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $21,680 | $6,674+224.8% | $5,478+295.7% | $10,829+100.2% |