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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 | $597,839 | $100,811+493.0% | $86,698+589.6% | $134,545+344.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.60% | 29.11%-39.7pp | 35.96%-46.6pp | 418.37%-429.0pp |
| Employer contribution / active EE | $5,000 | $3,490+43.3% | $2,837+76.3% | $4,742+5.5% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $16,718 | $10,926+53.0% | $7,492+123.1% | $11,431+46.3% |