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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 | $1,742,356 | $92,743+1778.7% | $82,744+2005.7% | $134,532+1195.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.47% | 946.63%-963.1pp | 702.22%-718.7pp | 418.27%-434.7pp |
| Employer contribution / active EE | $14,667 | $3,273+348.2% | $3,008+387.6% | $4,741+209.4% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $64,590 | $5,977+980.6% | $5,325+1113.0% | $11,429+465.2% |