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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 | $278,176 | $149,333+86.3% | $106,387+161.5% | $135,380+105.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -5.12% | 0.52%-5.6pp | 0.25%-5.4pp | 519.81%-524.9pp |
| Employer contribution / active EE | $7,019 | $4,984+40.8% | $3,520+99.4% | $4,779+46.9% |
| Participant deferral / active EE | $0 | $7,230-100.0% | $5,421-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,985 | $15,952-56.2% | $7,510-7.0% | $10,828-35.5% |