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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 | $476,146 | $211,946+124.7% | $169,452+181.0% | $135,380+251.7% |
| Participation rate | 94.1% | 82.6%+11.5pp | 77.8%+16.3pp | 82.6%+11.5pp |
| Annual return | -3.23% | 3.26%-6.5pp | 1.83%-5.1pp | 519.81%-523.0pp |
| Employer contribution / active EE | $11,716 | $5,117+129.0% | $4,157+181.8% | $4,779+145.2% |
| Participant deferral / active EE | $294 | $6,075-95.2% | $5,277-94.4% | $5,609-94.8% |
| Admin fee / account holder | $44,457 | $11,472+287.5% | $9,110+388.0% | $10,828+310.6% |