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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 | $260,341 | $167,522+55.4% | $151,639+71.7% | $134,532+93.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.75% | 7.81%-23.6pp | 3.34%-19.1pp | 418.27%-434.0pp |
| Employer contribution / active EE | $13,179 | $6,828+93.0% | $6,165+113.8% | $4,741+178.0% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $18,276 | $13,780+32.6% | $11,613+57.4% | $11,429+59.9% |