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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 | $110,337+147.9% | $102,383+167.1% | $145,877+87.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -8.30% | 24.83%-33.1pp | 24.94%-33.2pp | 551.28%-559.6pp |
| Employer contribution / active EE | $15,580 | $4,216+269.6% | $3,870+302.6% | $4,663+234.1% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $862 | $9,750-91.2% | $8,391-89.7% | $13,402-93.6% |