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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 | $316,289 | $167,362+89.0% | $143,799+120.0% | $134,532+135.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.39% | 0.47%-17.9pp | -0.04%-17.3pp | 418.27%-435.7pp |
| Employer contribution / active EE | $2,650 | $5,620-52.9% | $4,952-46.5% | $4,741-44.1% |
| Participant deferral / active EE | $728 | $6,447-88.7% | $5,638-87.1% | $6,401-88.6% |
| Admin fee / account holder | $13,500 | $18,094-25.4% | $14,677-8.0% | $11,429+18.1% |