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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 | $353,337 | $211,946+66.7% | $169,452+108.5% | $135,380+161.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -0.39% | 3.26%-3.7pp | 1.83%-2.2pp | 519.81%-520.2pp |
| Employer contribution / active EE | $26,881 | $5,117+425.3% | $4,157+546.6% | $4,779+462.5% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,113 | $11,472+5.6% | $9,110+33.0% | $10,828+11.9% |