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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 | $284,726 | $87,016+227.2% | $63,244+350.2% | $125,389+127.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -3.76% | 21.71%-25.5pp | -70.31%+66.5pp | 282.24%-286.0pp |
| Employer contribution / active EE | $6,667 | $3,601+85.1% | $2,322+187.1% | $4,866+37.0% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $51,285 | $11,954+329.0% | $5,893+770.3% | $9,541+437.5% |