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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 | $299,789 | $105,867+183.2% | $90,760+230.3% | $134,532+122.8% |
| Participation rate | 83.3% | 78.3%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -15.22% | -10.99%-4.2pp | -12.16%-3.1pp | 418.27%-433.5pp |
| Employer contribution / active EE | $889 | $3,464-74.3% | $2,922-69.6% | $4,741-81.3% |
| Participant deferral / active EE | $889 | $5,217-83.0% | $4,565-80.5% | $6,401-86.1% |
| Admin fee / account holder | $87,744 | $13,936+529.6% | $8,444+939.1% | $11,429+667.8% |