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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 | $508,343 | $158,852+220.0% | $121,220+319.4% | $135,380+275.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -5.77% | -0.64%-5.1pp | 16.94%-22.7pp | 519.81%-525.6pp |
| Employer contribution / active EE | $7,948 | $5,666+40.3% | $4,023+97.6% | $4,779+66.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,094 | $6,515-52.5% | $5,021-38.4% | $10,828-71.4% |