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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 | $251,307 | $87,016+188.8% | $63,244+297.4% | $125,389+100.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -0.81% | 21.71%-22.5pp | -70.31%+69.5pp | 282.24%-283.0pp |
| Employer contribution / active EE | $22,080 | $3,601+513.2% | $2,322+850.9% | $4,866+353.7% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,383 | $11,954-88.4% | $5,893-76.5% | $9,541-85.5% |