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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 | $596,604 | $211,946+181.5% | $169,452+252.1% | $135,380+340.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.82% | 3.26%-11.1pp | 1.83%-9.7pp | 519.81%-527.6pp |
| Employer contribution / active EE | $19,955 | $5,117+290.0% | $4,157+380.0% | $4,779+317.6% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,736 | $11,472-76.1% | $9,110-70.0% | $10,828-74.7% |