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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 | $717,896 | $82,314+772.1% | $68,808+943.3% | $134,532+433.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.62% | -2.18%-16.4pp | -6.37%-12.3pp | 418.27%-436.9pp |
| Employer contribution / active EE | $48,992 | $3,301+1384.1% | $2,656+1744.7% | $4,741+933.3% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,709 | $6,484+34.3% | $4,936+76.4% | $11,429-23.8% |