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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 | $1,062,801 | $152,591+596.5% | $117,529+804.3% | $134,545+689.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.55% | 53.04%-72.6pp | 29.77%-49.3pp | 418.37%-437.9pp |
| Employer contribution / active EE | $2,648 | $5,576-52.5% | $4,179-36.6% | $4,742-44.2% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $30,099 | $7,004+329.7% | $5,645+433.2% | $11,431+163.3% |