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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 | $300,716 | $88,707+239.0% | $74,184+305.4% | $273,972+9.8% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | -1.72% | 11.94%-13.7pp | 17.74%-19.5pp | 41.46%-43.2pp |
| Employer contribution / active EE | $8,486 | $3,159+168.6% | $2,370+258.0% | $4,869+74.3% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $324 | $8,717-96.3% | $5,586-94.2% | $10,133-96.8% |