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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 | $444,540 | $101,778+336.8% | $164,975+169.5% | $80,925+449.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | -7.52% | 16.73%-24.2pp | 70.12%-77.6pp | 35.65%-43.2pp |
| Employer contribution / active EE | $2,850 | $2,954-3.5% | $4,343-34.4% | $2,756+3.4% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $617 | $8,221-92.5% | $12,688-95.1% | $6,940-91.1% |