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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 | $252,298 | $118,708+112.5% | $98,920+155.1% | $158,966+58.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -16.23% | 372.49%-388.7pp | 196.47%-212.7pp | 302.95%-319.2pp |
| Employer contribution / active EE | $504 | $3,334-84.9% | $2,689-81.3% | $4,762-89.4% |
| Participant deferral / active EE | $527 | $5,089-89.6% | $4,245-87.6% | $5,983-91.2% |
| Admin fee / account holder | $6,561 | $10,134-35.3% | $6,643-1.2% | $11,250-41.7% |