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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 | $254,419 | $228,352+11.4% | $185,827+36.9% | $158,950+60.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -3.59% | 40.81%-44.4pp | 35.96%-39.6pp | 302.91%-306.5pp |
| Employer contribution / active EE | $5,000 | $4,967+0.7% | $4,087+22.3% | $4,762+5.0% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,109 | $11,867-31.7% | $9,502-14.7% | $11,248-27.9% |