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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 | $273,148 | $167,362+63.2% | $143,799+90.0% | $134,532+103.0% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -14.13% | 0.47%-14.6pp | -0.04%-14.1pp | 418.27%-432.4pp |
| Employer contribution / active EE | $26,468 | $5,620+370.9% | $4,952+434.5% | $4,741+458.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,858 | $18,094-40.0% | $14,677-26.0% | $11,429-5.0% |