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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 | $365,963 | $92,684+294.9% | $82,706+342.5% | $134,509+172.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.44% | 945.84%-963.3pp | 701.76%-719.2pp | 418.13%-435.6pp |
| Employer contribution / active EE | $10,000 | $3,272+205.6% | $3,007+232.5% | $4,741+110.9% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,522 | $5,982-41.1% | $5,329-33.9% | $11,427-69.2% |