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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 | $284,857 | $95,895+197.0% | $79,576+258.0% | $134,509+111.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.33% | -2.72%-13.6pp | 0.15%-16.5pp | 418.13%-434.5pp |
| Employer contribution / active EE | $917 | $3,128-70.7% | $2,413-62.0% | $4,741-80.7% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $466 | $9,129-94.9% | $6,834-93.2% | $11,427-95.9% |