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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 | $715,533 | $167,353+327.6% | $143,797+397.6% | $134,545+431.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.28% | 0.48%-14.8pp | -0.04%-14.2pp | 418.37%-432.7pp |
| Employer contribution / active EE | $10,396 | $5,620+85.0% | $4,952+109.9% | $4,742+119.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $42,306 | $18,096+133.8% | $14,679+188.2% | $11,431+270.1% |