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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 | $401,238 | $142,392+181.8% | $119,622+235.4% | $134,532+198.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.06% | -12.46%-6.6pp | -14.98%-4.1pp | 418.27%-437.3pp |
| Employer contribution / active EE | $49,215 | $5,224+842.1% | $4,232+1062.9% | $4,741+938.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $24,064 | $13,593+77.0% | $10,328+133.0% | $11,429+110.6% |