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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 | $259,648 | $167,362+55.1% | $143,799+80.6% | $134,532+93.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.34% | 0.47%-14.8pp | -0.04%-14.3pp | 418.27%-432.6pp |
| Employer contribution / active EE | $5,351 | $5,620-4.8% | $4,952+8.1% | $4,741+12.9% |
| Participant deferral / active EE | $705 | $6,447-89.1% | $5,638-87.5% | $6,401-89.0% |
| Admin fee / account holder | $367 | $18,094-98.0% | $14,677-97.5% | $11,429-96.8% |