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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 | $299,040 | $142,392+110.0% | $119,622+150.0% | $134,532+122.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.02% | -12.46%+2.4pp | -14.98%+5.0pp | 418.27%-428.3pp |
| Employer contribution / active EE | $1,563 | $5,224-70.1% | $4,232-63.1% | $4,741-67.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $16,281 | $13,593+19.8% | $10,328+57.6% | $11,429+42.5% |