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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 | $264,625 | $113,941+132.2% | $94,229+180.8% | $125,389+111.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.66% | 5.29%-7.9pp | 10.68%-13.3pp | 282.24%-284.9pp |
| Employer contribution / active EE | $5,792 | $4,727+22.5% | $3,587+61.5% | $4,866+19.0% |
| Participant deferral / active EE | $1,377 | $5,179-73.4% | $4,320-68.1% | $5,352-74.3% |
| Admin fee / account holder | $1,404 | $8,392-83.3% | $6,269-77.6% | $9,541-85.3% |