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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 | $295,408 | $127,386+131.9% | $115,037+156.8% | $125,388+135.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.64% | 31.28%-33.9pp | 26.14%-28.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $12,406 | $5,166+140.1% | $4,608+169.2% | $4,866+154.9% |
| Participant deferral / active EE | $1,663 | $6,423-74.1% | $6,026-72.4% | $5,352-68.9% |
| Admin fee / account holder | $1,079 | $9,516-88.7% | $8,175-86.8% | $9,541-88.7% |