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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 | $311,352 | $142,361+118.7% | $119,608+160.3% | $134,509+131.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.94% | -12.46%+4.5pp | -14.98%+7.0pp | 418.13%-426.1pp |
| Employer contribution / active EE | $17,347 | $5,224+232.1% | $4,232+309.9% | $4,741+265.9% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $367 | $13,588-97.3% | $10,326-96.4% | $11,427-96.8% |