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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 | $487,031 | $167,503+190.8% | $151,627+221.2% | $134,493+262.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.65% | 7.80%-30.5pp | 3.33%-26.0pp | 418.01%-440.7pp |
| Employer contribution / active EE | $3,361 | $6,829-50.8% | $6,166-45.5% | $4,740-29.1% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $13,385 | $13,777-2.8% | $11,612+15.3% | $11,425+17.2% |