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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 | $475,515 | $131,835+260.7% | $108,582+337.9% | $273,972+73.6% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.6%+13.8pp | 83.0%+10.3pp |
| Annual return | 7.39% | -91.57%+99.0pp | -51.70%+59.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,940 | $4,913-60.5% | $3,758-48.4% | $4,869-60.2% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,896 | $10,253+35.5% | $7,645+81.8% | $10,133+37.1% |