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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 | $378,070 | $77,976+384.9% | $81,367+364.6% | $125,388+201.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -0.33% | -2.85%+2.5pp | -0.92%+0.6pp | 282.24%-282.6pp |
| Employer contribution / active EE | $27,144 | $4,366+521.8% | $3,930+590.7% | $4,866+457.8% |
| Participant deferral / active EE | $0 | $5,646-100.0% | $5,383-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,000 | $12,476-59.9% | $8,926-44.0% | $9,541-47.6% |