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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 | $753,294 | $211,946+255.4% | $169,452+344.5% | $135,379+456.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.43% | 3.26%-8.7pp | 1.83%-7.3pp | 519.79%-525.2pp |
| Employer contribution / active EE | $20,739 | $5,117+305.3% | $4,157+398.9% | $4,779+334.0% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,371 | $11,472-44.5% | $9,110-30.1% | $10,828-41.2% |