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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 | $594,005 | $104,106+470.6% | $71,086+735.6% | $135,379+338.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -7.63% | 1256.30%-1263.9pp | 650.59%-658.2pp | 519.79%-527.4pp |
| Employer contribution / active EE | $36,318 | $1,485+2345.8% | $1,088+3239.0% | $4,779+660.0% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $18,042 | $4,142+335.6% | $3,082+485.3% | $10,828+66.6% |