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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 | $271,863 | $167,362+62.4% | $143,799+89.1% | $134,532+102.1% |
| Participation rate | 90.5% | 84.8%+5.7pp | 80.3%+10.2pp | 81.2%+9.2pp |
| Annual return | -15.47% | 0.47%-15.9pp | -0.04%-15.4pp | 418.27%-433.7pp |
| Employer contribution / active EE | $12,251 | $5,620+118.0% | $4,952+147.4% | $4,741+158.4% |
| Participant deferral / active EE | $2,054 | $6,447-68.1% | $5,638-63.6% | $6,401-67.9% |
| Admin fee / account holder | $5,890 | $18,094-67.4% | $14,677-59.9% | $11,429-48.5% |