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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 | $390,896 | $64,729+503.9% | $112,263+248.2% | $68,490+470.7% |
| Participation rate | 97.1% | 67.2%+30.0pp | 75.1%+22.1pp | 67.9%+29.2pp |
| Annual return | -19.13% | -11.40%-7.7pp | 27.49%-46.6pp | -7.85%-11.3pp |
| Employer contribution / active EE | $27,070 | $2,746+885.8% | $3,636+644.5% | $2,597+942.5% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $65,831 | $5,222+1160.7% | $6,410+926.9% | $5,403+1118.4% |