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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 | $627,199 | $211,946+195.9% | $169,452+270.1% | $135,380+363.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.83% | 3.26%-11.1pp | 1.83%-9.7pp | 519.81%-527.6pp |
| Employer contribution / active EE | $11,250 | $5,117+119.9% | $4,157+170.6% | $4,779+135.4% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $21,691 | $11,472+89.1% | $9,110+138.1% | $10,828+100.3% |