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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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $363,591 | $167,353+117.3% | $143,797+152.8% | $134,545+170.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.41% | 0.48%-23.9pp | -0.04%-23.4pp | 418.37%-441.8pp |
| Employer contribution / active EE | $3,540 | $5,620-37.0% | $4,952-28.5% | $4,742-25.3% |
| Participant deferral / active EE | $418 | $6,447-93.5% | $5,638-92.6% | $6,401-93.5% |
| Admin fee / account holder | $1,521 | $18,096-91.6% | $14,679-89.6% | $11,431-86.7% |