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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 | $320,041 | $87,546+265.6% | $75,784+322.3% | $125,389+155.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.93% | 13.49%-15.4pp | 9.68%-11.6pp | 282.24%-284.2pp |
| Employer contribution / active EE | $10,500 | $3,930+167.2% | $3,323+215.9% | $4,866+115.8% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,735 | $6,503-42.6% | $5,300-29.5% | $9,541-60.8% |