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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 | $450,593 | $100,805+347.0% | $86,698+419.7% | $134,532+234.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.93% | 29.09%-47.0pp | 35.95%-53.9pp | 418.27%-436.2pp |
| Employer contribution / active EE | $1,250 | $3,490-64.2% | $2,837-55.9% | $4,741-73.6% |
| Participant deferral / active EE | $195 | $5,339-96.3% | $4,656-95.8% | $6,401-97.0% |
| Admin fee / account holder | $38,232 | $10,925+249.9% | $7,493+410.3% | $11,429+234.5% |