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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 | $300,333 | $54,357+452.5% | $82,706+263.1% | $68,495+338.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -10.06% | -13.67%+3.6pp | 701.76%-711.8pp | -7.84%-2.2pp |
| Employer contribution / active EE | $17,881 | $2,218+706.0% | $3,007+494.6% | $2,596+588.7% |
| Participant deferral / active EE | $396 | $3,246-87.8% | $4,394-91.0% | $4,028-90.2% |
| Admin fee / account holder | $13,287 | $4,396+202.2% | $5,329+149.4% | $5,403+145.9% |