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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 | $391,389 | $113,941+243.5% | $94,229+315.4% | $125,389+212.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.38% | 5.29%-5.7pp | 10.68%-11.1pp | 282.24%-282.6pp |
| Employer contribution / active EE | $9,000 | $4,727+90.4% | $3,587+150.9% | $4,866+85.0% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,278 | $8,392-72.9% | $6,269-63.7% | $9,541-76.1% |