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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 | $291,871 | $131,835+121.4% | $108,582+168.8% | $273,972+6.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.01% | -91.57%+94.6pp | -51.70%+54.7pp | 41.46%-38.4pp |
| Employer contribution / active EE | $17,536 | $4,913+256.9% | $3,758+366.6% | $4,869+260.2% |
| Participant deferral / active EE | $481 | $5,127-90.6% | $4,311-88.8% | $5,287-90.9% |
| Admin fee / account holder | $7,332 | $10,253-28.5% | $7,645-4.1% | $10,133-27.6% |