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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 | $285,977 | $45,872+523.4% | $77,096+270.9% | $68,486+317.6% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -3.78% | 1.73%-5.5pp | 42.35%-46.1pp | -7.85%+4.1pp |
| Employer contribution / active EE | $28,657 | $1,650+1637.2% | $2,814+918.2% | $2,597+1003.6% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,429-100.0% | $4,028-100.0% |
| Admin fee / account holder | $11,445 | $3,041+276.3% | $5,428+110.8% | $5,404+111.8% |