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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 | $498,556 | $71,873+593.7% | $86,698+475.1% | $68,490+627.9% |
| Participation rate | 96.2% | 72.2%+23.9pp | 76.6%+19.6pp | 67.9%+28.3pp |
| Annual return | -10.50% | 3.54%-14.0pp | 35.96%-46.5pp | -7.85%-2.6pp |
| Employer contribution / active EE | $20,764 | $2,173+855.4% | $2,837+631.9% | $2,597+699.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $27,046 | $6,110+342.6% | $7,492+261.0% | $5,403+400.6% |