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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 | $507,765 | $99,345+411.1% | $84,753+499.1% | $273,972+85.3% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | -1.88% | 22.93%-24.8pp | 22.78%-24.7pp | 41.46%-43.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $450 | $4,270-89.5% | $3,712-87.9% | $5,287-91.5% |
| Admin fee / account holder | $2,537 | $6,645-61.8% | $5,333-52.4% | $10,133-75.0% |