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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 | $621,009 | $95,895+547.6% | $79,576+680.4% | $134,509+361.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.28% | -2.72%-11.6pp | 0.15%-14.4pp | 418.13%-432.4pp |
| Employer contribution / active EE | $25,577 | $3,128+717.6% | $2,413+959.9% | $4,741+439.5% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $12,446 | $9,129+36.3% | $6,834+82.1% | $11,427+8.9% |