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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 | $256,663 | $69,012+271.9% | $160,037+60.4% | $68,490+274.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -11.41% | -9.65%-1.8pp | 408.95%-420.4pp | -7.85%-3.6pp |
| Employer contribution / active EE | $10,045 | $2,212+354.0% | $4,226+137.7% | $2,597+286.8% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,184-100.0% | $4,028-100.0% |
| Admin fee / account holder | $12,620 | $4,798+163.0% | $8,716+44.8% | $5,403+133.6% |