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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 | $284,684 | $158,852+79.2% | $121,220+134.8% | $135,380+110.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -8.03% | -0.64%-7.4pp | 16.94%-25.0pp | 519.81%-527.8pp |
| Employer contribution / active EE | $23,810 | $5,666+320.2% | $4,023+491.9% | $4,779+398.2% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,700 | $6,515-73.9% | $5,021-66.1% | $10,828-84.3% |