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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 | $335,639 | $131,835+154.6% | $108,582+209.1% | $273,972+22.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.90% | -91.57%+96.5pp | -51.70%+56.6pp | 41.46%-36.6pp |
| Employer contribution / active EE | $11,407 | $4,913+132.2% | $3,758+203.5% | $4,869+134.3% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,678 | $10,253-44.6% | $7,645-25.7% | $10,133-44.0% |