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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 | $536,268 | $105,866+406.6% | $90,766+490.8% | $134,545+298.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.79% | -10.99%-1.8pp | -12.16%-0.6pp | 418.37%-431.2pp |
| Employer contribution / active EE | $25,560 | $3,464+637.9% | $2,922+774.8% | $4,742+439.1% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,561 | $13,938-31.4% | $8,446+13.2% | $11,431-16.4% |