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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 | $449,316 | $65,704+583.8% | $94,229+376.8% | $59,633+653.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.74% | 5.22%-6.0pp | 10.68%-11.4pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $10,162 | $2,021+402.9% | $3,587+183.3% | $2,203+361.4% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $11,285 | $4,265+164.6% | $6,269+80.0% | $4,297+162.6% |