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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 | $1,134,664 | $93,117+1118.5% | $77,096+1371.8% | $134,532+743.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 0.83% | 62.67%-61.8pp | 42.35%-41.5pp | 418.27%-417.4pp |
| Employer contribution / active EE | $37,303 | $3,420+990.6% | $2,814+1225.4% | $4,741+686.8% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $239,964 | $6,948+3353.8% | $5,428+4320.5% | $11,429+1999.7% |