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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 | $613,214 | $81,870+649.0% | $119,608+412.7% | $68,495+795.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 620.67% | -23.82%+644.5pp | -14.98%+635.7pp | -7.84%+628.5pp |
| Employer contribution / active EE | $3,734 | $2,692+38.7% | $4,232-11.8% | $2,596+43.8% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,856 | $6,583-71.8% | $10,326-82.0% | $5,403-65.7% |