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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 | $787,005 | $167,353+370.3% | $143,797+447.3% | $134,545+484.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.82% | 0.48%-11.3pp | -0.04%-10.8pp | 418.37%-429.2pp |
| Employer contribution / active EE | $4,310 | $5,620-23.3% | $4,952-13.0% | $4,742-9.1% |
| Participant deferral / active EE | $1,073 | $6,447-83.4% | $5,638-81.0% | $6,401-83.2% |
| Admin fee / account holder | $371 | $18,096-97.9% | $14,679-97.5% | $11,431-96.8% |