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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 | $366,308 | $138,102+165.2% | $125,381+192.2% | $134,532+172.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -18.97% | 750.73%-769.7pp | 572.31%-591.3pp | 418.27%-437.2pp |
| Employer contribution / active EE | $1,305 | $5,245-75.1% | $4,815-72.9% | $4,741-72.5% |
| Participant deferral / active EE | $1,566 | $7,801-79.9% | $7,448-79.0% | $6,401-75.5% |
| Admin fee / account holder | $14,319 | $11,568+23.8% | $10,007+43.1% | $11,429+25.3% |