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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 | $251,456 | $92,219+172.7% | $76,767+227.6% | $135,380+85.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.85% | 5.46%-13.3pp | 2.43%-10.3pp | 519.81%-527.7pp |
| Employer contribution / active EE | $11,399 | $3,216+254.5% | $2,485+358.7% | $4,779+138.5% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $78,003 | $10,749+625.7% | $6,675+1068.5% | $10,828+620.4% |