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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 | $345,212 | $138,070+150.0% | $123,549+179.4% | $135,377+155.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.20% | 153.69%-158.9pp | 119.20%-124.4pp | 519.75%-524.9pp |
| Employer contribution / active EE | $20,150 | $5,152+291.1% | $4,628+335.4% | $4,779+321.7% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $24,360 | $10,916+123.2% | $9,284+162.4% | $10,828+125.0% |