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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 | $1,146,284 | $149,333+667.6% | $106,387+977.5% | $135,380+746.7% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -6.36% | 0.52%-6.9pp | 0.25%-6.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $32,661 | $4,984+555.3% | $3,520+827.9% | $4,779+583.4% |
| Participant deferral / active EE | $0 | $7,230-100.0% | $5,421-100.0% | $5,609-100.0% |
| Admin fee / account holder | $53,269 | $15,952+233.9% | $7,510+609.3% | $10,828+391.9% |