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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 | $461,398 | $142,409+224.0% | $119,634+285.7% | $134,545+242.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.45% | -12.46%-2.0pp | -14.98%+0.5pp | 418.37%-432.8pp |
| Employer contribution / active EE | $1,538 | $5,224-70.6% | $4,232-63.7% | $4,742-67.6% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $24,142 | $13,594+77.6% | $10,329+133.7% | $11,431+111.2% |