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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 | $505,484 | $134,001+277.2% | $112,258+350.3% | $134,509+275.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.09% | 47.15%-60.2pp | 27.47%-40.6pp | 418.13%-431.2pp |
| Employer contribution / active EE | $976 | $4,039-75.8% | $3,636-73.2% | $4,741-79.4% |
| Participant deferral / active EE | $1,464 | $5,291-72.3% | $4,728-69.0% | $6,400-77.1% |
| Admin fee / account holder | $9,977 | $7,491+33.2% | $6,411+55.6% | $11,427-12.7% |