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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 | $726,698 | $59,111+1129.4% | $86,451+740.6% | $68,490+961.0% |
| Participation rate | 95.9% | 75.2%+20.7pp | 80.3%+15.6pp | 67.9%+28.0pp |
| Annual return | 0.00% | -0.22%+0.2pp | 4398.51%-4398.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $43,722 | $2,519+1635.8% | $3,770+1059.8% | $2,597+1583.8% |
| Participant deferral / active EE | $0 | $5,900-100.0% | $6,953-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,708 | $5,640+178.5% | $6,734+133.3% | $5,403+190.7% |