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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 | $288,120 | $158,852+81.4% | $121,220+137.7% | $135,379+112.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 1.22% | -0.64%+1.9pp | 16.94%-15.7pp | 519.79%-518.6pp |
| Employer contribution / active EE | $42,500 | $5,666+650.1% | $4,023+956.5% | $4,779+789.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,135 | $6,515-36.5% | $5,021-17.6% | $10,828-61.8% |