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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 | $1,116,230 | $531,693+109.9% | $518,057+115.5% | $531,693+109.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 91.7%+8.3pp | 85.7%+14.3pp |
| Annual return | -9.31% | -13.27%+4.0pp | -16.25%+6.9pp | -13.27%+4.0pp |
| Employer contribution / active EE | $28,648 | $26,843+6.7% | $35,595-19.5% | $26,843+6.7% |
| Participant deferral / active EE | $0 | $7,797-100.0% | $13,176-100.0% | $7,797-100.0% |
| Admin fee / account holder | $69,333 | $75,116-7.7% | $44,019+57.5% | $75,116-7.7% |