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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 | $343,862 | $95,917+258.5% | $79,583+332.1% | $134,545+155.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.71% | -2.70%-13.0pp | 0.16%-15.9pp | 418.37%-434.1pp |
| Employer contribution / active EE | $18,716 | $3,129+498.1% | $2,414+675.4% | $4,742+294.7% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,341 | $9,132+24.2% | $6,835+65.9% | $11,431-0.8% |