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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 | $537,611 | $97,020+454.1% | $83,322+545.2% | $135,379+297.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -0.53% | 12.31%-12.8pp | 10.64%-11.2pp | 519.79%-520.3pp |
| Employer contribution / active EE | $38,769 | $4,144+835.7% | $3,379+1047.4% | $4,779+711.3% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,080 | $8,426-63.4% | $7,540-59.2% | $10,828-71.6% |