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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 | $339,690 | $167,522+102.8% | $151,639+124.0% | $134,532+152.5% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -20.55% | 7.81%-28.4pp | 3.34%-23.9pp | 418.27%-438.8pp |
| Employer contribution / active EE | $14,708 | $6,828+115.4% | $6,165+138.6% | $4,741+210.2% |
| Participant deferral / active EE | $3,173 | $8,986-64.7% | $8,363-62.1% | $6,401-50.4% |
| Admin fee / account holder | $6,473 | $13,780-53.0% | $11,613-44.3% | $11,429-43.4% |