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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 | $931,653 | $101,795+815.2% | $165,100+464.3% | $80,959+1050.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | -16.41% | 16.73%-33.1pp | 70.21%-86.6pp | 35.67%-52.1pp |
| Employer contribution / active EE | $3,936 | $2,954+33.2% | $4,348-9.5% | $2,757+42.7% |
| Participant deferral / active EE | $578 | $4,476-87.1% | $6,035-90.4% | $4,300-86.5% |
| Admin fee / account holder | $5,519 | $8,221-32.9% | $12,696-56.5% | $6,925-20.3% |