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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 | $326,223 | $129,959+151.0% | $104,301+212.8% | $134,532+142.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -10.41% | 42.04%-52.5pp | 24.61%-35.0pp | 418.27%-428.7pp |
| Employer contribution / active EE | $27,831 | $4,185+564.9% | $3,373+725.2% | $4,741+487.0% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $27,272 | $9,325+192.5% | $7,340+271.5% | $11,429+138.6% |