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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 | $1,538,205 | $142,361+980.5% | $119,608+1186.0% | $134,509+1043.6% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -16.17% | -12.46%-3.7pp | -14.98%-1.2pp | 418.13%-434.3pp |
| Employer contribution / active EE | $18,182 | $5,224+248.1% | $4,232+329.6% | $4,741+283.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $458 | $13,588-96.6% | $10,326-95.6% | $11,427-96.0% |