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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 | $324,622 | $64,719+401.6% | $112,249+189.2% | $68,486+374.0% |
| Participation rate | 95.7% | 67.2%+28.5pp | 75.1%+20.6pp | 67.9%+27.8pp |
| Annual return | -12.18% | -11.40%-0.8pp | 27.48%-39.7pp | -7.85%-4.3pp |
| Employer contribution / active EE | $23,913 | $2,747+770.6% | $3,636+557.7% | $2,597+820.9% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $52,664 | $5,232+906.5% | $6,412+721.3% | $5,404+874.6% |