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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 | $1,055,283 | $167,533+529.9% | $151,645+595.9% | $134,545+684.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.29% | 7.81%-22.1pp | 3.34%-17.6pp | 418.37%-432.7pp |
| Employer contribution / active EE | $33,732 | $6,828+394.0% | $6,165+447.1% | $4,742+611.4% |
| Participant deferral / active EE | $2,216 | $8,985-75.3% | $8,363-73.5% | $6,401-65.4% |
| Admin fee / account holder | $8,892 | $13,781-35.5% | $11,614-23.4% | $11,431-22.2% |