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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 | $338,902 | $158,852+113.3% | $121,220+179.6% | $135,380+150.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -3.96% | -0.64%-3.3pp | 16.94%-20.9pp | 519.81%-523.8pp |
| Employer contribution / active EE | $32,693 | $5,666+477.0% | $4,023+712.7% | $4,779+584.1% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,398 | $6,515-63.2% | $5,021-52.2% | $10,828-77.9% |