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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 | $562,460 | $167,533+235.7% | $151,645+270.9% | $134,545+318.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.08% | 7.81%-21.9pp | 3.34%-17.4pp | 418.37%-432.5pp |
| Employer contribution / active EE | $5,731 | $6,828-16.1% | $6,165-7.0% | $4,742+20.9% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $31,598 | $13,781+129.3% | $11,614+172.1% | $11,431+176.4% |