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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 | $748,277 | $95,895+680.3% | $79,576+840.3% | $134,509+456.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.55% | -2.72%-9.8pp | 0.15%-12.7pp | 418.13%-430.7pp |
| Employer contribution / active EE | $32,218 | $3,128+929.9% | $2,413+1235.1% | $4,741+579.6% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $15,700 | $9,129+72.0% | $6,834+129.7% | $11,427+37.4% |