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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 | $162,136+179.0% | $152,301+197.0% | $154,746+192.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -11.89% | 91.02%-102.9pp | 80.50%-92.4pp | 172.34%-184.2pp |
| Employer contribution / active EE | $1,591 | $4,890-67.5% | $4,624-65.6% | $4,379-63.7% |
| Participant deferral / active EE | $1,400 | $8,341-83.2% | $8,004-82.5% | $6,730-79.2% |
| Admin fee / account holder | $655 | $15,759-95.8% | $14,398-95.5% | $14,365-95.4% |