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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 | $261,760 | $105,866+147.3% | $90,766+188.4% | $134,545+94.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.77% | -10.99%-5.8pp | -12.16%-4.6pp | 418.37%-435.1pp |
| Employer contribution / active EE | $13,520 | $3,464+290.3% | $2,922+362.7% | $4,742+185.1% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $74,018 | $13,938+431.1% | $8,446+776.4% | $11,431+547.5% |