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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 | $351,277 | $167,533+109.7% | $151,645+131.6% | $134,545+161.1% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -21.25% | 7.81%-29.1pp | 3.34%-24.6pp | 418.37%-439.6pp |
| Employer contribution / active EE | $21,099 | $6,828+209.0% | $6,165+242.2% | $4,742+345.0% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $665 | $13,781-95.2% | $11,614-94.3% | $11,431-94.2% |