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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 | $449,883 | $91,525+391.5% | $130,026+246.0% | $75,181+498.4% |
| Participation rate | 95.6% | 71.4%+24.1pp | 78.5%+17.1pp | 67.2%+28.4pp |
| Annual return | 13.86% | -631.40%+645.3pp | -137.26%+151.1pp | 160.69%-146.8pp |
| Employer contribution / active EE | $16,921 | $2,844+495.0% | $4,321+291.6% | $2,671+533.6% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $34,880 | $6,778+414.6% | $10,608+228.8% | $5,650+517.4% |