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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 | $420,822 | $127,387+230.4% | $115,038+265.8% | $125,389+235.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.05% | 31.28%-34.3pp | 26.14%-29.2pp | 282.24%-285.3pp |
| Employer contribution / active EE | $18,662 | $5,166+261.2% | $4,608+305.0% | $4,866+283.5% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $12,248 | $9,516+28.7% | $8,175+49.8% | $9,541+28.4% |