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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 | $303,698 | $82,678+267.3% | $125,391+142.2% | $68,490+343.4% |
| Participation rate | 93.8% | 75.1%+18.7pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -13.59% | -5.97%-7.6pp | 572.41%-586.0pp | -7.85%-5.7pp |
| Employer contribution / active EE | $14,268 | $3,382+321.9% | $4,816+196.3% | $2,597+449.5% |
| Participant deferral / active EE | $1,917 | $6,111-68.6% | $7,448-74.3% | $4,028-52.4% |
| Admin fee / account holder | $16,573 | $6,277+164.0% | $10,009+65.6% | $5,403+206.7% |