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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 | $737,776 | $64,716+1040.0% | $112,258+557.2% | $68,495+977.1% |
| Participation rate | 97.6% | 67.2%+30.4pp | 75.1%+22.5pp | 67.9%+29.7pp |
| Annual return | 89.97% | -11.40%+101.4pp | 27.47%+62.5pp | -7.84%+97.8pp |
| Employer contribution / active EE | $1,088 | $2,746-60.4% | $3,636-70.1% | $2,596-58.1% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $39,127 | $5,232+647.9% | $6,411+510.3% | $5,403+624.1% |