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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 | $388,707 | $105,861+267.2% | $90,756+328.3% | $134,509+189.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -4.98% | -10.99%+6.0pp | -12.16%+7.2pp | 418.13%-423.1pp |
| Employer contribution / active EE | $17,898 | $3,463+416.8% | $2,922+512.6% | $4,741+277.5% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,400-100.0% |
| Admin fee / account holder | $134,132 | $13,938+862.3% | $8,445+1488.3% | $11,427+1073.9% |