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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 | $276,162 | $131,835+109.5% | $108,582+154.3% | $273,972+0.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 2.38% | -91.57%+93.9pp | -51.70%+54.1pp | 41.46%-39.1pp |
| Employer contribution / active EE | $8,188 | $4,913+66.7% | $3,758+117.8% | $4,869+68.2% |
| Participant deferral / active EE | $1,000 | $5,127-80.5% | $4,311-76.8% | $5,287-81.1% |
| Admin fee / account holder | $4,185 | $10,253-59.2% | $7,645-45.3% | $10,133-58.7% |