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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 | $608,800 | $81,840+643.9% | $63,412+860.1% | $125,389+385.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 67.1%+32.9pp | 83.2%+16.8pp |
| Annual return | -1.73% | -0.10%-1.6pp | 4.04%-5.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $39,296 | $2,377+1553.5% | $1,814+2066.0% | $4,866+707.5% |
| Participant deferral / active EE | $0 | $3,064-100.0% | $2,496-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,392 | $4,951+8.9% | $3,753+43.7% | $9,541-43.5% |