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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 | $598,235 | $71,480+736.9% | $90,782+559.0% | $64,173+832.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | -1.07% | -4.25%+3.2pp | -3.42%+2.3pp | 7.63%-8.7pp |
| Employer contribution / active EE | $27,350 | $3,415+701.0% | $4,105+566.2% | $2,381+1048.8% |
| Participant deferral / active EE | $0 | $4,302-100.0% | $5,366-100.0% | $3,470-100.0% |
| Admin fee / account holder | $52,767 | $6,309+736.4% | $5,908+793.2% | $4,887+979.6% |