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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 | $537,537 | $105,623+408.9% | $87,502+514.3% | $273,972+96.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -11.76% | 12.26%-24.0pp | 12.21%-24.0pp | 41.46%-53.2pp |
| Employer contribution / active EE | $12,539 | $3,141+299.3% | $2,550+391.8% | $4,869+157.5% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,400 | $4,781-49.8% | $4,221-43.1% | $10,133-76.3% |