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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 | $805,909 | $131,835+511.3% | $108,582+642.2% | $273,972+194.2% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 6.59% | -91.57%+98.2pp | -51.70%+58.3pp | 41.46%-34.9pp |
| Employer contribution / active EE | $36,187 | $4,913+636.6% | $3,758+862.8% | $4,869+643.2% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $45,812 | $10,253+346.8% | $7,645+499.2% | $10,133+352.1% |