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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 | $256,424 | $167,352+53.2% | $143,788+78.3% | $134,509+90.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.47% | 0.47%-15.9pp | -0.03%-15.4pp | 418.13%-433.6pp |
| Employer contribution / active EE | $42,830 | $5,620+662.1% | $4,952+764.9% | $4,741+803.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,983 | $18,091-83.5% | $14,675-79.7% | $11,427-73.9% |