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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 | $459,643 | $84,518+443.8% | $67,704+578.9% | $125,389+266.6% |
| Participation rate | 75.0% | 74.8%+0.2pp | 67.5%+7.5pp | 83.2%-8.2pp |
| Annual return | -0.37% | 2.57%-2.9pp | 25.41%-25.8pp | 282.24%-282.6pp |
| Employer contribution / active EE | $13,539 | $3,292+311.3% | $2,559+429.0% | $4,866+178.2% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $59,276 | $5,340+1010.0% | $4,255+1293.1% | $9,541+521.3% |