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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 | $481,833 | $142,361+238.5% | $119,608+302.8% | $134,509+258.2% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -6.02% | -12.46%+6.4pp | -14.98%+9.0pp | 418.13%-424.2pp |
| Employer contribution / active EE | $19,934 | $5,224+281.6% | $4,232+371.0% | $4,741+320.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $9,436 | $13,588-30.6% | $10,326-8.6% | $11,427-17.4% |