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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 | $921,316 | $100,811+813.9% | $86,698+962.7% | $134,545+584.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.76% | 29.11%-43.9pp | 35.96%-50.7pp | 418.37%-433.1pp |
| Employer contribution / active EE | $45,313 | $3,490+1198.3% | $2,837+1497.3% | $4,742+855.7% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,477 | $10,926-22.4% | $7,492+13.2% | $11,431-25.8% |