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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 | $252,888 | $110,083+129.7% | $151,639+66.8% | $68,486+269.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.71% | -10.12%-5.6pp | 3.34%-19.0pp | -7.85%-7.9pp |
| Employer contribution / active EE | $8,559 | $4,470+91.5% | $6,165+38.8% | $2,597+229.6% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $28,642 | $7,718+271.1% | $11,613+146.6% | $5,404+430.0% |