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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 | $449,075 | $457,257-1.8% | $460,228-2.4% | $405,731+10.7% |
| Participation rate | 80.0% | 95.3%-15.3pp | 95.1%-15.1pp | 91.9%-11.9pp |
| Annual return | -3.86% | -3.33%-0.5pp | -2.98%-0.9pp | 4.30%-8.2pp |
| Employer contribution / active EE | $15,364 | $29,788-48.4% | $29,339-47.6% | $26,636-42.3% |
| Participant deferral / active EE | $0 | $3,623-100.0% | $3,580-100.0% | $5,788-100.0% |
| Admin fee / account holder | $4,479 | $3,869+15.8% | $4,523-1.0% | $12,997-65.5% |