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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 | $660,600 | $100,805+555.3% | $86,698+662.0% | $134,532+391.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.94% | 29.09%-49.0pp | 35.95%-55.9pp | 418.27%-438.2pp |
| Employer contribution / active EE | $32,332 | $3,490+826.4% | $2,837+1039.7% | $4,741+581.9% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,207 | $10,925-79.8% | $7,493-70.5% | $11,429-80.7% |