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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 | $620,344 | $99,032+526.4% | $80,022+675.2% | $135,380+358.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -3.38% | 15.39%-18.8pp | 11.22%-14.6pp | 519.81%-523.2pp |
| Employer contribution / active EE | $31,007 | $3,043+918.8% | $2,468+1156.3% | $4,779+548.8% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $240,527 | $10,436+2204.8% | $6,521+3588.4% | $10,828+2121.3% |