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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 | $331,549 | $131,835+151.5% | $108,582+205.3% | $273,972+21.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.75% | -91.57%+97.3pp | -51.70%+57.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $5,000 | $4,913+1.8% | $3,758+33.0% | $4,869+2.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,308 | $10,253-67.7% | $7,645-56.7% | $10,133-67.4% |