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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 | $1,073,693 | $105,867+914.2% | $90,760+1083.0% | $134,532+698.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.95% | -10.99%-4.0pp | -12.16%-2.8pp | 418.27%-433.2pp |
| Employer contribution / active EE | $19,016 | $3,464+449.0% | $2,922+550.9% | $4,741+301.1% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $51,492 | $13,936+269.5% | $8,444+509.8% | $11,429+350.6% |