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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 | $276,959 | $94,766+192.3% | $112,923+145.3% | $139,487+98.6% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | -4.13% | 40.96%-45.1pp | 34.13%-38.3pp | 373.84%-378.0pp |
| Employer contribution / active EE | $16,401 | $4,636+253.7% | $4,570+258.9% | $4,755+244.9% |
| Participant deferral / active EE | $1,625 | $6,523-75.1% | $6,520-75.1% | $6,713-75.8% |
| Admin fee / account holder | $2,348 | $8,529-72.5% | $7,046-66.7% | $11,407-79.4% |