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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 | $465,084 | $167,352+177.9% | $143,788+223.5% | $134,509+245.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.43% | 0.47%-16.9pp | -0.03%-16.4pp | 418.13%-434.6pp |
| Employer contribution / active EE | $22,990 | $5,620+309.1% | $4,952+364.3% | $4,741+385.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $14,703 | $18,091-18.7% | $14,675+0.2% | $11,427+28.7% |