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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 | $415,445 | $167,353+148.2% | $143,797+188.9% | $134,545+208.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.00% | 0.48%-8.5pp | -0.04%-8.0pp | 418.37%-426.4pp |
| Employer contribution / active EE | $15,858 | $5,620+182.1% | $4,952+220.2% | $4,742+234.4% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $23,443 | $18,096+29.6% | $14,679+59.7% | $11,431+105.1% |