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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 | $259,021 | $75,962+241.0% | $154,111+68.1% | $64,173+303.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.95% | 30.32%-33.3pp | 735.18%-738.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $12,587 | $3,350+275.7% | $5,298+137.6% | $2,381+428.7% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $13,874 | $5,589+148.2% | $13,411+3.5% | $4,887+183.9% |