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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 | $469,816 | $157,296+198.7% | $141,191+232.8% | $152,897+207.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -4.12% | 64.34%-68.5pp | 71.41%-75.5pp | 345.43%-349.6pp |
| Employer contribution / active EE | $1,056 | $5,262-79.9% | $4,736-77.7% | $4,764-77.8% |
| Participant deferral / active EE | $1,320 | $7,111-81.4% | $6,710-80.3% | $5,851-77.4% |
| Admin fee / account holder | $408 | $12,125-96.6% | $10,264-96.0% | $11,599-96.5% |