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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 | $888,766 | $167,522+430.5% | $151,639+486.1% | $134,532+560.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.22% | 7.81%-25.0pp | 3.34%-20.6pp | 418.27%-435.5pp |
| Employer contribution / active EE | $20,000 | $6,828+192.9% | $6,165+224.4% | $4,741+321.8% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $29,957 | $13,780+117.4% | $11,613+158.0% | $11,429+162.1% |