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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 | $270,091 | $90,448+198.6% | $93,786+188.0% | $134,545+100.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | 0.21% | -15.71%+15.9pp | -11.32%+11.5pp | 418.37%-418.2pp |
| Employer contribution / active EE | $15,262 | $4,349+251.0% | $4,328+252.7% | $4,742+221.9% |
| Participant deferral / active EE | $1,625 | $5,983-72.8% | $6,100-73.4% | $6,401-74.6% |
| Admin fee / account holder | $53,099 | $9,232+475.2% | $7,184+639.1% | $11,431+364.5% |