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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 | $799,391 | $100,811+693.0% | $86,698+822.0% | $134,545+494.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.96% | 29.11%-45.1pp | 35.96%-51.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $1,501 | $3,490-57.0% | $2,837-47.1% | $4,742-68.3% |
| Participant deferral / active EE | $780 | $5,339-85.4% | $4,656-83.2% | $6,401-87.8% |
| Admin fee / account holder | $61,551 | $10,926+463.3% | $7,492+721.6% | $11,431+438.5% |