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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 | $155,555+190.8% | $146,866+208.0% | $155,188+191.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | -11.89% | 115.41%-127.3pp | 102.85%-114.7pp | 148.84%-160.7pp |
| Employer contribution / active EE | $1,591 | $4,647-65.8% | $4,425-64.0% | $4,248-62.5% |
| Participant deferral / active EE | $1,400 | $8,044-82.6% | $7,759-82.0% | $6,531-78.6% |
| Admin fee / account holder | $655 | $14,755-95.6% | $13,620-95.2% | $14,480-95.5% |