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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 | $403,583 | $140,592+187.1% | $123,106+227.8% | $125,388+221.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.65% | 16.80%-20.4pp | 13.22%-16.9pp | 282.24%-285.9pp |
| Employer contribution / active EE | $2,737 | $6,041-54.7% | $5,151-46.9% | $4,866-43.8% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,221 | $11,198-89.1% | $9,015-86.5% | $9,541-87.2% |