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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 | $481,477 | $42,383+1036.0% | $76,518+529.2% | $64,173+650.3% |
| Participation rate | 96.2% | 58.1%+38.0pp | 68.0%+28.2pp | 69.6%+26.6pp |
| Annual return | -4.66% | -16.54%+11.9pp | -0.27%-4.4pp | 7.63%-12.3pp |
| Employer contribution / active EE | $23,543 | $1,563+1406.0% | $2,647+789.3% | $2,381+888.8% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $16,893 | $3,198+428.2% | $4,849+248.4% | $4,887+245.6% |