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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 | $268,262 | $140,578+90.8% | $100,671+166.5% | $125,389+113.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -0.82% | 24.67%-25.5pp | 20.43%-21.2pp | 282.24%-283.1pp |
| Employer contribution / active EE | $30,634 | $5,965+413.5% | $4,012+663.5% | $4,866+529.5% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,196 | $6,716-67.3% | $4,850-54.7% | $9,541-77.0% |