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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 | $281,073 | $45,872+512.7% | $77,100+264.6% | $68,490+310.4% |
| Participation rate | 98.2% | 55.9%+42.3pp | 67.9%+30.3pp | 67.9%+30.3pp |
| Annual return | -0.62% | 1.73%-2.3pp | 42.35%-43.0pp | -7.85%+7.2pp |
| Employer contribution / active EE | $19,887 | $1,650+1105.6% | $2,815+606.5% | $2,597+665.9% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,933 | $3,041+259.5% | $5,443+100.9% | $5,403+102.4% |