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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 | $332,847 | $42,909+675.7% | $60,906+446.5% | $68,486+386.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.65% | -13.99%+2.3pp | 16.94%-28.6pp | -7.85%-3.8pp |
| Employer contribution / active EE | $18,321 | $1,979+826.0% | $2,703+577.8% | $2,597+605.6% |
| Participant deferral / active EE | $483 | $2,866-83.1% | $3,814-87.3% | $4,028-88.0% |
| Admin fee / account holder | $98,595 | $3,104+3076.4% | $3,227+2955.3% | $5,404+1724.6% |