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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 | $261,834 | $76,371+242.8% | $93,621+179.7% | $72,976+258.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | -2.03% | 25.82%-27.8pp | 32.76%-34.8pp | 81.02%-83.0pp |
| Employer contribution / active EE | $8,333 | $2,276+266.2% | $2,719+206.5% | $2,440+241.5% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,953 | $6,839-71.5% | $7,890-75.3% | $5,124-61.9% |