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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 | $331,676 | $215,361+54.0% | $171,082+93.9% | $273,972+21.1% |
| Participation rate | 91.7% | 82.0%+9.6pp | 76.7%+15.0pp | 83.0%+8.7pp |
| Annual return | -3.06% | 25.14%-28.2pp | 32.56%-35.6pp | 41.46%-44.5pp |
| Employer contribution / active EE | $10,000 | $4,967+101.3% | $4,002+149.9% | $4,869+105.4% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,435 | $10,846+23.9% | $8,520+57.7% | $10,133+32.6% |