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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 | $274,104 | $167,352+63.8% | $143,788+90.6% | $134,509+103.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.62% | 0.47%-2.1pp | -0.03%-1.6pp | 418.13%-419.8pp |
| Employer contribution / active EE | $1,185 | $5,620-78.9% | $4,952-76.1% | $4,741-75.0% |
| Participant deferral / active EE | $1,185 | $6,447-81.6% | $5,638-79.0% | $6,400-81.5% |
| Admin fee / account holder | $1,521 | $18,091-91.6% | $14,675-89.6% | $11,427-86.7% |