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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 | $663,057 | $180,462+267.4% | $154,111+330.2% | $135,379+389.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.35% | 888.17%-892.5pp | 735.18%-739.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $7,273 | $6,036+20.5% | $5,298+37.3% | $4,779+52.2% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,175 | $16,145-55.6% | $13,411-46.5% | $10,828-33.7% |