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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 | $840,476 | $131,835+537.5% | $108,582+674.0% | $273,972+206.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.08% | -91.57%+96.7pp | -51.70%+56.8pp | 41.46%-36.4pp |
| Employer contribution / active EE | $20,520 | $4,913+317.7% | $3,758+446.0% | $4,869+321.5% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,735 | $10,253-24.6% | $7,645+1.2% | $10,133-23.7% |