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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 | $250,836 | $81,870+206.4% | $119,634+109.7% | $68,490+266.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 33.89% | -23.82%+57.7pp | -14.98%+48.9pp | -7.85%+41.7pp |
| Employer contribution / active EE | $27,404 | $2,692+918.1% | $4,232+547.5% | $2,597+955.3% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,610 | $6,583-14.8% | $10,329-45.7% | $5,403+3.8% |