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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 | $414,373 | $77,816+432.5% | $123,552+235.4% | $64,173+545.7% |
| Participation rate | 97.3% | 74.7%+22.6pp | 82.3%+15.0pp | 69.6%+27.7pp |
| Annual return | -0.21% | 12.49%-12.7pp | 119.20%-119.4pp | 7.63%-7.8pp |
| Employer contribution / active EE | $5,351 | $3,014+77.5% | $4,628+15.6% | $2,381+124.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $57,910 | $5,519+949.3% | $9,285+523.7% | $4,887+1084.9% |