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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 | $911,644 | $167,362+444.7% | $143,799+534.0% | $134,532+577.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.00% | 0.47%-11.5pp | -0.04%-11.0pp | 418.27%-429.3pp |
| Employer contribution / active EE | $38,620 | $5,620+587.1% | $4,952+679.9% | $4,741+714.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $76,498 | $18,094+322.8% | $14,677+421.2% | $11,429+569.4% |