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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 | $1,135,853 | $105,866+972.9% | $90,766+1151.4% | $134,545+744.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -3.86% | -10.99%+7.1pp | -12.16%+8.3pp | 418.37%-422.2pp |
| Employer contribution / active EE | $28,790 | $3,464+731.2% | $2,922+885.4% | $4,742+507.2% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $54,286 | $13,938+289.5% | $8,446+542.8% | $11,431+374.9% |