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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 | $286,107 | $82,674+246.1% | $125,363+128.2% | $68,495+317.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.79% | -5.97%-11.8pp | 572.15%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,812 | $3,382-46.4% | $4,815-62.4% | $2,596-30.2% |
| Participant deferral / active EE | $2,504 | $6,111-59.0% | $7,447-66.4% | $4,028-37.8% |
| Admin fee / account holder | $16,118 | $6,276+156.8% | $10,005+61.1% | $5,403+198.3% |