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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 | $767,877 | $133,998+473.1% | $112,263+584.0% | $134,545+470.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.35% | 47.17%-55.5pp | 27.49%-35.8pp | 418.37%-426.7pp |
| Employer contribution / active EE | $16,577 | $4,040+310.3% | $3,636+355.9% | $4,742+249.6% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $305,172 | $7,493+3972.8% | $6,410+4660.6% | $11,431+2569.8% |