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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 | $795,865 | $167,353+375.6% | $143,797+453.5% | $134,545+491.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.78% | 0.48%-18.3pp | -0.04%-17.7pp | 418.37%-436.2pp |
| Employer contribution / active EE | $1,362 | $5,620-75.8% | $4,952-72.5% | $4,742-71.3% |
| Participant deferral / active EE | $1,135 | $6,447-82.4% | $5,638-79.9% | $6,401-82.3% |
| Admin fee / account holder | $5,691 | $18,096-68.5% | $14,679-61.2% | $11,431-50.2% |