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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 | $493,459 | $158,852+210.6% | $121,220+307.1% | $135,380+264.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -2.20% | -0.64%-1.6pp | 16.94%-19.1pp | 519.81%-522.0pp |
| Employer contribution / active EE | $19,875 | $5,666+250.8% | $4,023+394.1% | $4,779+315.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,879 | $6,515-25.1% | $5,021-2.8% | $10,828-54.9% |