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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 | $578,229 | $167,362+245.5% | $143,799+302.1% | $134,532+329.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.13% | 0.47%-14.6pp | -0.04%-14.1pp | 418.27%-432.4pp |
| Employer contribution / active EE | $19,502 | $5,620+247.0% | $4,952+293.8% | $4,741+311.3% |
| Participant deferral / active EE | $953 | $6,447-85.2% | $5,638-83.1% | $6,401-85.1% |
| Admin fee / account holder | $4,976 | $18,094-72.5% | $14,677-66.1% | $11,429-56.5% |