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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 | $432,122 | $91,537+372.1% | $130,045+232.3% | $75,173+474.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 39.51% | -631.55%+671.1pp | -137.30%+176.8pp | 160.72%-121.2pp |
| Employer contribution / active EE | $28,650 | $2,845+907.1% | $4,321+563.0% | $2,671+972.6% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $18,607 | $6,780+174.4% | $10,600+75.5% | $5,651+229.3% |