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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 | $1,280,118 | $129,943+885.1% | $104,303+1127.3% | $134,493+851.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -10.28% | 42.03%-52.3pp | 24.61%-34.9pp | 418.01%-428.3pp |
| Employer contribution / active EE | $6,500 | $4,185+55.3% | $3,372+92.7% | $4,740+37.1% |
| Participant deferral / active EE | $0 | $5,588-100.0% | $4,625-100.0% | $6,400-100.0% |
| Admin fee / account holder | $144,501 | $9,323+1449.9% | $7,340+1868.6% | $11,425+1164.8% |