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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 | $340,110 | $142,409+138.8% | $119,634+184.3% | $134,545+152.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.64% | -12.46%-1.2pp | -14.98%+1.3pp | 418.37%-432.0pp |
| Employer contribution / active EE | $18,058 | $5,224+245.6% | $4,232+326.7% | $4,742+280.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $14,869 | $13,594+9.4% | $10,329+44.0% | $11,431+30.1% |