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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 | $379,979 | $168,636+125.3% | $147,617+157.4% | $125,393+203.0% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | 0.02% | 77.65%-77.6pp | 61.98%-62.0pp | 282.23%-282.2pp |
| Employer contribution / active EE | $18,333 | $6,252+193.2% | $5,565+229.5% | $4,866+276.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,351-100.0% |
| Admin fee / account holder | $2,469 | $13,580-81.8% | $11,611-78.7% | $9,541-74.1% |