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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 | $256,237 | $167,362+53.1% | $143,799+78.2% | $134,532+90.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -31.76% | 0.47%-32.2pp | -0.04%-31.7pp | 418.27%-450.0pp |
| Employer contribution / active EE | $1,192 | $5,620-78.8% | $4,952-75.9% | $4,741-74.9% |
| Participant deferral / active EE | $1,322 | $6,447-79.5% | $5,638-76.6% | $6,401-79.3% |
| Admin fee / account holder | $14,881 | $18,094-17.8% | $14,677+1.4% | $11,429+30.2% |