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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 | $316,741 | $147,167+115.2% | $111,392+184.3% | $135,380+134.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -8.59% | -4.44%-4.2pp | -2.06%-6.5pp | 519.81%-528.4pp |
| Employer contribution / active EE | $5,833 | $5,204+12.1% | $4,328+34.8% | $4,779+22.1% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,053 | $20,270-45.5% | $12,266-9.9% | $10,828+2.1% |