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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 | $1,209,729 | $167,533+622.1% | $151,645+697.7% | $134,545+799.1% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -12.13% | 7.81%-19.9pp | 3.34%-15.5pp | 418.37%-430.5pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,272 | $8,985-85.8% | $8,363-84.8% | $6,401-80.1% |
| Admin fee / account holder | $91,057 | $13,781+560.8% | $11,614+684.0% | $11,431+696.6% |