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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 | $473,216 | $97,020+387.8% | $83,322+467.9% | $135,379+249.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.17% | 12.31%-17.5pp | 10.64%-15.8pp | 519.79%-525.0pp |
| Employer contribution / active EE | $27,968 | $4,144+575.0% | $3,379+727.7% | $4,779+485.2% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $92,020 | $8,426+992.1% | $7,540+1120.4% | $10,828+749.8% |