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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 | $283,963 | $131,835+115.4% | $108,582+161.5% | $273,972+3.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.59% | -91.57%+101.2pp | -51.70%+61.3pp | 41.46%-31.9pp |
| Employer contribution / active EE | $2,857 | $4,913-41.8% | $3,758-24.0% | $4,869-41.3% |
| Participant deferral / active EE | $409 | $5,127-92.0% | $4,311-90.5% | $5,287-92.3% |
| Admin fee / account holder | $3,904 | $10,253-61.9% | $7,645-48.9% | $10,133-61.5% |