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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 | $527,075 | $79,633+561.9% | $93,786+462.0% | $68,490+669.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -11.75% | -0.10%-11.6pp | -11.32%-0.4pp | -7.85%-3.9pp |
| Employer contribution / active EE | $31,608 | $3,665+762.4% | $4,328+630.4% | $2,597+1117.2% |
| Participant deferral / active EE | $0 | $5,158-100.0% | $6,100-100.0% | $4,028-100.0% |
| Admin fee / account holder | $135,627 | $6,871+1873.8% | $7,184+1787.8% | $5,403+2410.3% |