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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 | $1,346,254 | $133,981+904.8% | $112,249+1099.3% | $134,532+900.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -4.54% | 47.16%-51.7pp | 27.48%-32.0pp | 418.27%-422.8pp |
| Employer contribution / active EE | $39,875 | $4,040+887.1% | $3,636+996.7% | $4,741+741.1% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,006,980 | $7,492+13341.2% | $6,412+15603.7% | $11,429+8711.1% |