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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 | $251,256 | $162,812+54.3% | $133,971+87.5% | $158,966+58.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -25.75% | 41.94%-67.7pp | 45.09%-70.8pp | 302.95%-328.7pp |
| Employer contribution / active EE | $3,093 | $4,976-37.8% | $3,919-21.1% | $4,762-35.1% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12,600 | $11,741+7.3% | $8,929+41.1% | $11,250+12.0% |