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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 | $268,699 | $50,947+427.4% | $74,551+260.4% | $64,173+318.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -12.67% | -1.85%-10.8pp | 32.53%-45.2pp | 7.63%-20.3pp |
| Employer contribution / active EE | $7,774 | $1,115+596.9% | $1,961+296.4% | $2,381+226.5% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,860 | $4,221+15.1% | $5,059-3.9% | $4,887-0.6% |