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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 | $274,318 | $167,522+63.7% | $151,639+80.9% | $134,532+103.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.87% | 7.81%-22.7pp | 3.34%-18.2pp | 418.27%-433.1pp |
| Employer contribution / active EE | $1,986 | $6,828-70.9% | $6,165-67.8% | $4,741-58.1% |
| Participant deferral / active EE | $2,140 | $8,986-76.2% | $8,363-74.4% | $6,401-66.6% |
| Admin fee / account holder | $13,047 | $13,780-5.3% | $11,613+12.3% | $11,429+14.2% |