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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 | $1,688,851 | $95,193+1674.1% | $76,523+2107.0% | $135,382+1147.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.35% | 4.85%-9.2pp | -0.27%-4.1pp | 519.77%-524.1pp |
| Employer contribution / active EE | $17,053 | $3,302+416.4% | $2,647+544.2% | $4,779+256.8% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,835-100.0% | $5,609-100.0% |
| Admin fee / account holder | $34,334 | $6,249+449.5% | $4,848+608.2% | $10,829+217.1% |