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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 | $437,546 | $53,162+723.0% | $91,225+379.6% | $68,486+538.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -13.38% | -3.14%-10.2pp | 114.12%-127.5pp | -7.85%-5.5pp |
| Employer contribution / active EE | $26,017 | $1,709+1422.0% | $2,851+812.6% | $2,597+902.0% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,233-100.0% | $4,028-100.0% |
| Admin fee / account holder | $52,698 | $4,493+1072.8% | $5,422+871.9% | $5,404+875.2% |