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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 | $609,279 | $100,805+504.4% | $86,698+602.8% | $134,532+352.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -6.70% | 29.09%-35.8pp | 35.95%-42.6pp | 418.27%-425.0pp |
| Employer contribution / active EE | $13,981 | $3,490+300.6% | $2,837+392.8% | $4,741+194.9% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,549 | $10,925-40.1% | $7,493-12.6% | $11,429-42.7% |