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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 | $279,881 | $81,504+243.4% | $102,437+173.2% | $80,959+245.7% |
| Participation rate | 80.0% | 66.9%+13.1pp | 74.5%+5.5pp | 67.7%+12.3pp |
| Annual return | -4.30% | 25.60%-29.9pp | 24.95%-29.2pp | 35.67%-40.0pp |
| Employer contribution / active EE | $4,537 | $3,104+46.2% | $3,871+17.2% | $2,757+64.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $21,045 | $6,719+213.2% | $8,388+150.9% | $6,925+203.9% |