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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 | $605,806 | $167,353+262.0% | $143,797+321.3% | $134,545+350.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.19% | 0.48%-7.7pp | -0.04%-7.1pp | 418.37%-425.6pp |
| Employer contribution / active EE | $8,281 | $5,620+47.3% | $4,952+67.2% | $4,742+74.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $81,346 | $18,096+349.5% | $14,679+454.2% | $11,431+611.6% |