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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 | $1,280,187 | $93,023+1276.2% | $77,027+1562.0% | $134,493+851.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.26% | 62.61%-80.9pp | 42.32%-60.6pp | 418.01%-436.3pp |
| Employer contribution / active EE | $12,500 | $3,418+265.7% | $2,813+344.4% | $4,740+163.7% |
| Participant deferral / active EE | $0 | $5,238-100.0% | $4,427-100.0% | $6,400-100.0% |
| Admin fee / account holder | $75,826 | $6,944+992.0% | $5,425+1297.6% | $11,425+563.7% |