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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 | $287,433 | $158,852+80.9% | $121,220+137.1% | $135,380+112.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -3.01% | -0.64%-2.4pp | 16.94%-19.9pp | 519.81%-522.8pp |
| Employer contribution / active EE | $7,593 | $5,666+34.0% | $4,023+88.8% | $4,779+58.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,295 | $6,515+88.7% | $5,021+144.9% | $10,828+13.5% |