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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 | $324,392 | $95,917+238.2% | $79,583+307.6% | $134,545+141.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -0.28% | -2.70%+2.4pp | 0.16%-0.4pp | 418.37%-418.6pp |
| Employer contribution / active EE | $4,305 | $3,129+37.6% | $2,414+78.4% | $4,742-9.2% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $21,270 | $9,132+132.9% | $6,835+211.2% | $11,431+86.1% |