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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 | $567,787 | $95,895+492.1% | $79,576+613.5% | $134,509+322.1% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -9.78% | -2.72%-7.1pp | 0.15%-9.9pp | 418.13%-427.9pp |
| Employer contribution / active EE | $9,714 | $3,128+210.5% | $2,413+302.6% | $4,741+104.9% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $14,906 | $9,129+63.3% | $6,834+118.1% | $11,427+30.5% |