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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 | $272,766 | $131,829+106.9% | $108,579+151.2% | $273,968-0.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.77% | -91.57%+97.3pp | -51.70%+57.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $13,639 | $4,912+177.6% | $3,758+262.9% | $4,869+180.1% |
| Participant deferral / active EE | $1,427 | $5,127-72.2% | $4,311-66.9% | $5,287-73.0% |
| Admin fee / account holder | $71,048 | $10,252+593.0% | $7,645+829.3% | $10,132+601.2% |