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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 | $326,796 | $129,960+151.5% | $104,299+213.3% | $134,545+142.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.42% | 42.06%-57.5pp | 24.62%-40.0pp | 418.37%-433.8pp |
| Employer contribution / active EE | $8,450 | $4,186+101.9% | $3,373+150.5% | $4,742+78.2% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $22,176 | $9,324+137.8% | $7,339+202.1% | $11,431+94.0% |