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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 | $306,722 | $110,240+178.2% | $96,544+217.7% | $139,487+119.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -3.25% | 26.41%-29.7pp | 25.88%-29.1pp | 373.84%-377.1pp |
| Employer contribution / active EE | $4,305 | $3,622+18.9% | $2,966+45.1% | $4,755-9.5% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $9,181 | $11,602-20.9% | $8,254+11.2% | $11,407-19.5% |