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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 | $405,759 | $86,701+368.0% | $73,309+453.5% | $125,389+223.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.42% | 2.78%-3.2pp | 5.67%-6.1pp | 282.24%-282.7pp |
| Employer contribution / active EE | $19,576 | $4,152+371.4% | $3,237+504.7% | $4,866+302.3% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,412 | $7,768-43.2% | $5,635-21.7% | $9,541-53.8% |