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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 | $375,290 | $97,020+286.8% | $83,327+350.4% | $135,380+177.2% |
| Participation rate | 87.5% | 80.4%+7.1pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -7.57% | 12.31%-19.9pp | 10.64%-18.2pp | 519.81%-527.4pp |
| Employer contribution / active EE | $14,119 | $4,144+240.7% | $3,379+317.9% | $4,779+195.4% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,549 | $8,426-69.7% | $7,540-66.2% | $10,828-76.5% |