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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 | $729,043 | $131,835+453.0% | $108,582+571.4% | $273,972+166.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.79% | -91.57%+95.4pp | -51.70%+55.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $22,728 | $4,913+362.6% | $3,758+504.7% | $4,869+366.8% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,997 | $10,253+17.0% | $7,645+56.9% | $10,133+18.4% |