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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 | $260,551 | $181,896+43.2% | $156,551+66.4% | $273,972-4.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -3.76% | 30.74%-34.5pp | 32.23%-36.0pp | 41.46%-45.2pp |
| Employer contribution / active EE | $8,110 | $6,248+29.8% | $5,501+47.4% | $4,869+66.6% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,953 | $15,560-81.0% | $13,028-77.3% | $10,133-70.9% |