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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 | $432,031 | $91,525+372.0% | $130,026+232.3% | $75,181+474.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 23.57% | -631.40%+655.0pp | -137.26%+160.8pp | 160.69%-137.1pp |
| Employer contribution / active EE | $44,443 | $2,844+1462.7% | $4,321+928.5% | $2,671+1564.2% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,117 | $6,778+19.8% | $10,608-23.5% | $5,650+43.7% |