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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 | $1,174,016 | $167,352+601.5% | $143,788+716.5% | $134,509+772.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.32% | 0.47%-11.8pp | -0.03%-11.3pp | 418.13%-429.5pp |
| Employer contribution / active EE | $57,188 | $5,620+917.6% | $4,952+1054.9% | $4,741+1106.4% |
| Participant deferral / active EE | $1,625 | $6,447-74.8% | $5,638-71.2% | $6,400-74.6% |
| Admin fee / account holder | $50,013 | $18,091+176.4% | $14,675+240.8% | $11,427+337.7% |