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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 | $452,389 | $196,972+129.7% | $182,262+148.2% | $198,609+127.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | -11.89% | 158.27%-170.2pp | 140.60%-152.5pp | 202.70%-214.6pp |
| Employer contribution / active EE | $1,591 | $5,364-70.3% | $5,046-68.5% | $5,055-68.5% |
| Participant deferral / active EE | $1,400 | $8,643-83.8% | $8,276-83.1% | $6,977-79.9% |
| Admin fee / account holder | $655 | $18,429-96.4% | $16,712-96.1% | $19,030-96.6% |