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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 | $386,931 | $87,016+344.7% | $63,244+511.8% | $125,389+208.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -1.83% | 21.71%-23.5pp | -70.31%+68.5pp | 282.24%-284.1pp |
| Employer contribution / active EE | $23,077 | $3,601+540.9% | $2,322+893.9% | $4,866+374.2% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $84,789 | $11,954+609.3% | $5,893+1338.8% | $9,541+788.7% |