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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 | $333,579 | $92,219+261.7% | $76,767+334.5% | $135,380+146.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.84% | 5.46%-8.3pp | 2.43%-5.3pp | 519.81%-522.6pp |
| Employer contribution / active EE | $4,023 | $3,216+25.1% | $2,485+61.9% | $4,779-15.8% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,731 | $10,749-83.9% | $6,675-74.1% | $10,828-84.0% |