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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 | $328,153 | $167,522+95.9% | $151,639+116.4% | $134,532+143.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.32% | 7.81%-27.1pp | 3.34%-22.7pp | 418.27%-437.6pp |
| Employer contribution / active EE | $4,032 | $6,828-40.9% | $6,165-34.6% | $4,741-14.9% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $13,776 | $13,7800% | $11,613+18.6% | $11,429+20.5% |