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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 | $491,544 | $147,167+234.0% | $111,392+341.3% | $135,380+263.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | 3.77% | -4.44%+8.2pp | -2.06%+5.8pp | 519.81%-516.0pp |
| Employer contribution / active EE | $31,556 | $5,204+506.4% | $4,328+629.1% | $4,779+560.3% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,755 | $20,270-91.3% | $12,266-85.7% | $10,828-83.8% |