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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 | $517,098 | $105,861+388.5% | $90,756+469.8% | $134,509+284.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 0.68% | -10.99%+11.7pp | -12.16%+12.8pp | 418.13%-417.5pp |
| Employer contribution / active EE | $2,500 | $3,463-27.8% | $2,922-14.4% | $4,741-47.3% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,400-100.0% |
| Admin fee / account holder | $15,119 | $13,938+8.5% | $8,445+79.0% | $11,427+32.3% |