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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 | $324,425 | $112,300+188.9% | $90,223+259.6% | $125,389+158.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -0.92% | -0.57%-0.3pp | 1.31%-2.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $7,143 | $5,181+37.9% | $4,378+63.1% | $4,866+46.8% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,714 | $10,990-75.3% | $7,406-63.3% | $9,541-71.6% |