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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 | $91,537+391.5% | $130,045+245.9% | $75,173+498.5% |
| Participation rate | 95.6% | 71.5%+24.1pp | 78.5%+17.1pp | 67.2%+28.4pp |
| Annual return | 13.86% | -631.55%+645.4pp | -137.30%+151.2pp | 160.72%-146.9pp |
| Employer contribution / active EE | $16,921 | $2,845+494.8% | $4,321+291.6% | $2,671+533.5% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $34,880 | $6,780+414.5% | $10,600+229.0% | $5,651+517.3% |