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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 | $905,288 | $167,353+440.9% | $143,797+529.6% | $134,545+572.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.79% | 0.48%-6.3pp | -0.04%-5.7pp | 418.37%-424.2pp |
| Employer contribution / active EE | $20,415 | $5,620+263.2% | $4,952+312.2% | $4,742+330.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $25,805 | $18,096+42.6% | $14,679+75.8% | $11,431+125.8% |