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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 | $300,319 | $138,386+117.0% | $184,260+63.0% | $80,935+271.1% |
| Participation rate | 97.8% | 83.9%+13.9pp | 86.8%+11.0pp | 67.7%+30.1pp |
| Annual return | -0.88% | 20.02%-20.9pp | 28.84%-29.7pp | 35.66%-36.5pp |
| Employer contribution / active EE | $6,111 | $4,851+26.0% | $6,427-4.9% | $2,757+121.7% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $26,938 | $10,489+156.8% | $13,898+93.8% | $6,924+289.0% |