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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 | $816,876 | $167,362+388.1% | $143,799+468.1% | $134,532+507.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.11% | 0.47%-10.6pp | -0.04%-10.1pp | 418.27%-428.4pp |
| Employer contribution / active EE | $45,802 | $5,620+714.9% | $4,952+824.9% | $4,741+866.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,193 | $18,094-65.8% | $14,677-57.8% | $11,429-45.8% |