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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 | $442,146 | $167,522+163.9% | $151,639+191.6% | $134,532+228.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -1.04% | 7.81%-8.8pp | 3.34%-4.4pp | 418.27%-419.3pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | -$35,000 | $8,986-489.5% | $8,363-518.5% | $6,401-646.8% |
| Admin fee / account holder | $5,000 | $13,780-63.7% | $11,613-56.9% | $11,429-56.2% |