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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 | $290,359 | $97,550+197.7% | $120,344+141.3% | $87,485+231.9% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.7%+21.1pp | 68.9%+28.8pp |
| Annual return | -7.46% | 18.41%-25.9pp | 20.30%-27.8pp | 26.06%-33.5pp |
| Employer contribution / active EE | $5,513 | $2,291+140.7% | $3,020+82.6% | $2,596+112.4% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $15,764 | $9,543+65.2% | $12,742+23.7% | $7,775+102.8% |