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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 | $374,151 | $109,359+242.1% | $162,166+130.7% | $72,986+412.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 25.46%-25.5pp | 115.59%-115.6pp | 81.01%-81.0pp |
| Employer contribution / active EE | $23,950 | $3,907+512.9% | $5,614+326.6% | $2,440+881.6% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $16,928 | $7,972+112.3% | $10,842+56.1% | $5,124+230.3% |