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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 | $448,311 | $167,323+167.9% | $143,770+211.8% | $134,493+233.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.74% | 0.47%-26.2pp | -0.04%-25.7pp | 418.01%-443.8pp |
| Employer contribution / active EE | $15,867 | $5,619+182.4% | $4,951+220.5% | $4,740+234.7% |
| Participant deferral / active EE | $1,590 | $6,446-75.3% | $5,638-71.8% | $6,400-75.2% |
| Admin fee / account holder | $10,574 | $18,088-41.5% | $14,673-27.9% | $11,425-7.4% |