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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 | $665,934 | $95,193+599.6% | $76,523+770.2% | $135,382+391.9% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -7.26% | 4.85%-12.1pp | -0.27%-7.0pp | 519.77%-527.0pp |
| Employer contribution / active EE | $10,469 | $3,302+217.0% | $2,647+295.5% | $4,779+119.1% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,835-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14,443 | $6,249+131.1% | $4,848+197.9% | $10,829+33.4% |