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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 | $395,671 | $129,959+204.5% | $104,301+279.4% | $134,509+194.2% |
| Participation rate | 90.0% | 79.5%+10.5pp | 73.3%+16.7pp | 81.2%+8.8pp |
| Annual return | -17.67% | 42.04%-59.7pp | 24.61%-42.3pp | 418.13%-435.8pp |
| Employer contribution / active EE | $14,836 | $4,185+254.5% | $3,373+339.9% | $4,741+213.0% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,332 | $9,325-85.7% | $7,340-81.9% | $11,427-88.3% |