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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 | $4,483,054 | $97,020+4520.8% | $83,327+5280.1% | $135,380+3211.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.31% | 12.31%-18.6pp | 10.64%-17.0pp | 519.81%-526.1pp |
| Employer contribution / active EE | $30,103 | $4,144+626.5% | $3,379+790.9% | $4,779+529.9% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $370,914 | $8,426+4301.9% | $7,540+4819.0% | $10,828+3325.5% |