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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 | $842,193 | $167,533+402.7% | $151,645+455.4% | $134,545+526.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.51% | 7.81%-27.3pp | 3.34%-22.9pp | 418.37%-437.9pp |
| Employer contribution / active EE | $22,363 | $6,828+227.5% | $6,165+262.7% | $4,742+371.6% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $37,998 | $13,781+175.7% | $11,614+227.2% | $11,431+232.4% |