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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 | $273,515 | $110,410+147.7% | $102,437+167.0% | $145,897+87.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -8.30% | 24.85%-33.1pp | 24.95%-33.2pp | 552.29%-560.6pp |
| Employer contribution / active EE | $15,580 | $4,217+269.4% | $3,871+302.5% | $4,663+234.2% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $862 | $9,745-91.2% | $8,388-89.7% | $13,390-93.6% |