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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 | $343,156 | $82,324+316.8% | $68,803+398.8% | $134,545+155.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.55% | -2.17%-12.4pp | -6.37%-8.2pp | 418.37%-432.9pp |
| Employer contribution / active EE | $12,963 | $3,302+292.6% | $2,656+388.1% | $4,742+173.4% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,257 | $6,485+89.0% | $4,936+148.3% | $11,431+7.2% |