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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 | $264,745 | $95,915+176.0% | $79,580+232.7% | $134,532+96.8% |
| Participation rate | 95.2% | 75.0%+20.2pp | 69.5%+25.7pp | 81.2%+14.0pp |
| Annual return | -15.36% | -2.71%-12.7pp | 0.15%-15.5pp | 418.27%-433.6pp |
| Employer contribution / active EE | $5,062 | $3,129+61.8% | $2,413+109.7% | $4,741+6.8% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,288 | $9,132+23.6% | $6,835+65.1% | $11,429-1.2% |