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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 | $558,588 | $131,835+323.7% | $108,582+414.4% | $273,972+103.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 2.43% | -91.57%+94.0pp | -51.70%+54.1pp | 41.46%-39.0pp |
| Employer contribution / active EE | $1,667 | $4,913-66.1% | $3,758-55.7% | $4,869-65.8% |
| Participant deferral / active EE | $1,271 | $5,127-75.2% | $4,311-70.5% | $5,287-76.0% |
| Admin fee / account holder | $53,375 | $10,253+420.6% | $7,645+598.1% | $10,133+426.8% |