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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 | $693,822 | $180,462+284.5% | $154,111+350.2% | $135,379+412.5% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -1.77% | 888.17%-889.9pp | 735.18%-737.0pp | 519.79%-521.6pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $334 | $5,806-94.2% | $5,081-93.4% | $5,609-94.0% |
| Admin fee / account holder | $26,924 | $16,145+66.8% | $13,411+100.8% | $10,828+148.7% |