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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 | $348,060 | $92,684+275.5% | $82,706+320.8% | $134,509+158.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -0.85% | 945.84%-946.7pp | 701.76%-702.6pp | 418.13%-419.0pp |
| Employer contribution / active EE | $5,000 | $3,272+52.8% | $3,007+66.3% | $4,741+5.5% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,927 | $5,982-0.9% | $5,329+11.2% | $11,427-48.1% |