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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 | $660,045 | $167,352+294.4% | $143,788+359.0% | $134,509+390.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.06% | 0.47%-20.5pp | -0.03%-20.0pp | 418.13%-438.2pp |
| Employer contribution / active EE | $9,100 | $5,620+61.9% | $4,952+83.8% | $4,741+92.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,225 | $18,091-71.1% | $14,675-64.4% | $11,427-54.3% |