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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 | $418,147 | $142,409+193.6% | $119,634+249.5% | $134,545+210.8% |
| Participation rate | 88.2% | 82.8%+5.4pp | 79.3%+9.0pp | 81.2%+7.0pp |
| Annual return | -16.62% | -12.46%-4.2pp | -14.98%-1.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $17,781 | $5,224+240.4% | $4,232+320.1% | $4,742+275.0% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $29,764 | $13,594+118.9% | $10,329+188.2% | $11,431+160.4% |