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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 | $906,198 | $69,541+1203.1% | $59,899+1412.9% | $135,380+569.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.44% | 7.95%-13.4pp | 3.46%-8.9pp | 519.81%-525.2pp |
| Employer contribution / active EE | $34,000 | $3,236+950.7% | $2,723+1148.7% | $4,779+611.5% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,097 | $5,737+93.4% | $3,592+208.9% | $10,828+2.5% |