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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 | $273,080 | $167,353+63.2% | $143,797+89.9% | $134,545+103.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.09% | 0.48%-23.6pp | -0.04%-23.0pp | 418.37%-441.5pp |
| Employer contribution / active EE | $3,548 | $5,620-36.9% | $4,952-28.4% | $4,742-25.2% |
| Participant deferral / active EE | $1,452 | $6,447-77.5% | $5,638-74.2% | $6,401-77.3% |
| Admin fee / account holder | $1,449 | $18,096-92.0% | $14,679-90.1% | $11,431-87.3% |