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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 | $268,276 | $127,790+109.9% | $106,555+151.8% | $167,536+60.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | -9.49% | 33.88%-43.4pp | 26.80%-36.3pp | 478.82%-488.3pp |
| Employer contribution / active EE | $10,735 | $3,428+213.2% | $2,819+280.8% | $4,839+121.8% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,399-100.0% | $6,342-100.0% |
| Admin fee / account holder | $10,232 | $11,229-8.9% | $7,408+38.1% | $12,315-16.9% |