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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 | $420,866 | $181,896+131.4% | $156,551+168.8% | $273,972+53.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -6.47% | 30.74%-37.2pp | 32.23%-38.7pp | 41.46%-47.9pp |
| Employer contribution / active EE | $27,199 | $6,248+335.3% | $5,501+394.4% | $4,869+458.6% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,915 | $15,560-62.0% | $13,028-54.6% | $10,133-41.6% |