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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 | $312,479 | $48,235+547.8% | $68,803+354.2% | $68,490+356.2% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -9.03% | -12.70%+3.7pp | -6.37%-2.7pp | -7.85%-1.2pp |
| Employer contribution / active EE | $14,763 | $1,829+707.3% | $2,656+455.9% | $2,597+468.5% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $29,061 | $4,361+566.3% | $4,936+488.8% | $5,403+437.9% |