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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 | $267,291 | $138,102+93.5% | $125,381+113.2% | $134,532+98.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.05% | 750.73%-768.8pp | 572.31%-590.4pp | 418.27%-436.3pp |
| Employer contribution / active EE | $1,386 | $5,245-73.6% | $4,815-71.2% | $4,741-70.8% |
| Participant deferral / active EE | $1,440 | $7,801-81.5% | $7,448-80.7% | $6,401-77.5% |
| Admin fee / account holder | $1,723 | $11,568-85.1% | $10,007-82.8% | $11,429-84.9% |