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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 | $366,056 | $142,409+157.0% | $119,634+206.0% | $134,545+172.1% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -12.97% | -12.46%-0.5pp | -14.98%+2.0pp | 418.37%-431.3pp |
| Employer contribution / active EE | $17,500 | $5,224+235.0% | $4,232+313.5% | $4,742+269.1% |
| Participant deferral / active EE | $1,223 | $6,468-81.1% | $5,601-78.2% | $6,401-80.9% |
| Admin fee / account holder | $7,598 | $13,594-44.1% | $10,329-26.4% | $11,431-33.5% |