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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 | $272,836 | $167,353+63.0% | $143,797+89.7% | $134,545+102.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.85% | 0.48%-13.3pp | -0.04%-12.8pp | 418.37%-431.2pp |
| Employer contribution / active EE | $6,343 | $5,620+12.9% | $4,952+28.1% | $4,742+33.8% |
| Participant deferral / active EE | $619 | $6,447-90.4% | $5,638-89.0% | $6,401-90.3% |
| Admin fee / account holder | $8,835 | $18,096-51.2% | $14,679-39.8% | $11,431-22.7% |