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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 | $477,131 | $142,392+235.1% | $119,622+298.9% | $134,532+254.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.27% | -12.46%+3.2pp | -14.98%+5.7pp | 418.27%-427.5pp |
| Employer contribution / active EE | $24,530 | $5,224+369.6% | $4,232+479.6% | $4,741+417.4% |
| Participant deferral / active EE | $756 | $6,467-88.3% | $5,601-86.5% | $6,401-88.2% |
| Admin fee / account holder | $438 | $13,593-96.8% | $10,328-95.8% | $11,429-96.2% |