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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 | $426,970 | $167,353+155.1% | $143,797+196.9% | $134,545+217.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.92% | 0.48%-3.4pp | -0.04%-2.9pp | 418.37%-421.3pp |
| Employer contribution / active EE | $1,603 | $5,620-71.5% | $4,952-67.6% | $4,742-66.2% |
| Participant deferral / active EE | $1,200 | $6,447-81.4% | $5,638-78.7% | $6,401-81.3% |
| Admin fee / account holder | $30,831 | $18,096+70.4% | $14,679+110.0% | $11,431+169.7% |