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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 | $253,196 | $73,848+242.9% | $143,799+76.1% | $68,486+269.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -8.74% | 0.91%-9.6pp | -0.04%-8.7pp | -7.85%-0.9pp |
| Employer contribution / active EE | $9,902 | $3,184+210.9% | $4,952+100.0% | $2,597+281.3% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,884 | $5,755+54.4% | $14,677-39.5% | $5,404+64.4% |