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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 | $259,427 | $162,812+59.3% | $133,971+93.6% | $158,966+63.2% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 5.18% | 41.94%-36.8pp | 45.09%-39.9pp | 302.95%-297.8pp |
| Employer contribution / active EE | $16,698 | $4,976+235.6% | $3,919+326.1% | $4,762+250.6% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,939 | $11,741-83.5% | $8,929-78.3% | $11,250-82.8% |