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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 | $1,432,144 | $99,644+1337.3% | $86,438+1556.9% | $134,532+964.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.78% | 6787.26%-6798.0pp | 4397.19%-4408.0pp | 418.27%-429.1pp |
| Employer contribution / active EE | $3,966 | $4,402-9.9% | $3,769+5.2% | $4,741-16.3% |
| Participant deferral / active EE | $469 | $7,247-93.5% | $6,952-93.3% | $6,401-92.7% |
| Admin fee / account holder | $62,998 | $8,375+652.3% | $6,733+835.7% | $11,429+451.2% |