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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 | $286,314 | $117,846+143.0% | $102,434+179.5% | $145,884+96.3% |
| Participation rate | 91.7% | 78.6%+13.0pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | -21.00% | 31.90%-52.9pp | 29.46%-50.5pp | 551.85%-572.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $814 | $5,733-85.8% | $5,055-83.9% | $6,690-87.8% |
| Admin fee / account holder | $7,418 | $13,356-44.5% | $9,462-21.6% | $13,392-44.6% |