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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 | $315,226 | $87,705+259.4% | $63,517+396.3% | $125,393+151.4% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -1.58% | 21.70%-23.3pp | -70.30%+68.7pp | 282.23%-283.8pp |
| Employer contribution / active EE | $13,333 | $3,601+270.3% | $2,322+474.2% | $4,866+174.0% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,351-100.0% |
| Admin fee / account holder | $5,410 | $11,948-54.7% | $5,892-8.2% | $9,541-43.3% |