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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 | $4,314,112 | $110,083+3819.0% | $151,645+2744.9% | $68,490+6198.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -5.72% | -10.12%+4.4pp | 3.34%-9.1pp | -7.85%+2.1pp |
| Employer contribution / active EE | $28,596 | $4,470+539.7% | $6,165+363.8% | $2,597+1001.2% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $177,551 | $7,718+2200.6% | $11,614+1428.8% | $5,403+3186.2% |