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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 | $390,004 | $86,949+348.5% | $102,460+280.6% | $80,959+381.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | -8.10% | 18.89%-27.0pp | 29.47%-37.6pp | 35.67%-43.8pp |
| Employer contribution / active EE | $25,699 | $2,370+984.5% | $3,025+749.5% | $2,757+832.1% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $23,313 | $8,048+189.7% | $9,460+146.4% | $6,925+236.6% |