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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 | $656,745 | $82,288+698.1% | $68,794+854.7% | $134,509+388.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.01% | -2.19%-14.8pp | -6.37%-10.6pp | 418.13%-435.1pp |
| Employer contribution / active EE | $9,120 | $3,301+176.3% | $2,656+243.4% | $4,741+92.4% |
| Participant deferral / active EE | $0 | $4,738-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,534 | $6,482-30.0% | $4,934-8.1% | $11,427-60.3% |