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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 | $1,122,578 | $167,533+570.1% | $151,645+640.3% | $134,545+734.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.13% | 7.81%-28.9pp | 3.34%-24.5pp | 418.37%-439.5pp |
| Employer contribution / active EE | $7,680 | $6,828+12.5% | $6,165+24.6% | $4,742+62.0% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $85,000 | $13,781+516.8% | $11,614+631.9% | $11,431+643.6% |