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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 | $380,935 | $167,362+127.6% | $143,799+164.9% | $134,532+183.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.49% | 0.47%-20.0pp | -0.04%-19.4pp | 418.27%-437.8pp |
| Employer contribution / active EE | $1,362 | $5,620-75.8% | $4,952-72.5% | $4,741-71.3% |
| Participant deferral / active EE | $2,074 | $6,447-67.8% | $5,638-63.2% | $6,401-67.6% |
| Admin fee / account holder | $7,263 | $18,094-59.9% | $14,677-50.5% | $11,429-36.5% |