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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 | $299,754 | $211,946+41.4% | $169,452+76.9% | $135,380+121.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.42% | 3.26%-6.7pp | 1.83%-5.2pp | 519.81%-523.2pp |
| Employer contribution / active EE | $3,048 | $5,117-40.4% | $4,157-26.7% | $4,779-36.2% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,171 | $11,472-72.4% | $9,110-65.2% | $10,828-70.7% |