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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 | $576,087 | $82,674+596.8% | $125,381+359.5% | $68,486+741.2% |
| Participation rate | 91.5% | 75.1%+16.4pp | 82.4%+9.1pp | 67.9%+23.6pp |
| Annual return | -17.11% | -5.97%-11.1pp | 572.31%-589.4pp | -7.85%-9.3pp |
| Employer contribution / active EE | $18,034 | $3,382+433.3% | $4,815+274.5% | $2,597+594.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $35,089 | $6,277+459.0% | $10,007+250.6% | $5,404+549.3% |