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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 | $264,476 | $73,848+258.1% | $143,799+83.9% | $68,486+286.2% |
| Participation rate | 97.6% | 66.7%+30.9pp | 80.3%+17.2pp | 67.9%+29.7pp |
| Annual return | -19.87% | 0.91%-20.8pp | -0.04%-19.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $21,572 | $3,184+577.4% | $4,952+335.6% | $2,597+730.8% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $17,507 | $5,755+204.2% | $14,677+19.3% | $5,404+224.0% |