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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 | $520,031 | $167,522+210.4% | $151,639+242.9% | $134,532+286.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.41% | 7.81%-22.2pp | 3.34%-17.7pp | 418.27%-432.7pp |
| Employer contribution / active EE | $4,400 | $6,828-35.6% | $6,165-28.6% | $4,741-7.2% |
| Participant deferral / active EE | $187 | $8,986-97.9% | $8,363-97.8% | $6,401-97.1% |
| Admin fee / account holder | $4,409 | $13,780-68.0% | $11,613-62.0% | $11,429-61.4% |