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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 | $325,500 | $133,981+142.9% | $112,249+190.0% | $134,532+141.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -13.16% | 47.16%-60.3pp | 27.48%-40.6pp | 418.27%-431.4pp |
| Employer contribution / active EE | $10,000 | $4,040+147.5% | $3,636+175.0% | $4,741+110.9% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $67,797 | $7,492+805.0% | $6,412+957.3% | $11,429+493.2% |