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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 | $1,042,857 | $131,835+691.0% | $108,582+860.4% | $273,972+280.6% |
| Participation rate | 87.0% | 83.5%+3.5pp | 79.6%+7.4pp | 83.0%+3.9pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $37,651 | $4,913+666.4% | $3,758+901.8% | $4,869+673.3% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $21,689 | $10,253+111.5% | $7,645+183.7% | $10,133+114.1% |