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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 | $683,761 | $167,362+308.6% | $143,799+375.5% | $134,532+408.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.98% | 0.47%-15.5pp | -0.04%-14.9pp | 418.27%-433.2pp |
| Employer contribution / active EE | $3,333 | $5,620-40.7% | $4,952-32.7% | $4,741-29.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $34,454 | $18,094+90.4% | $14,677+134.7% | $11,429+201.5% |