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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 | $375,424 | $107,809+248.2% | $90,657+314.1% | $135,379+177.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.89% | -0.90%-6.0pp | 1.89%-8.8pp | 519.79%-526.7pp |
| Employer contribution / active EE | $8,333 | $3,018+176.1% | $2,532+229.2% | $4,779+74.4% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $20,000 | $5,931+237.2% | $4,994+300.5% | $10,828+84.7% |