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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 | $293,059 | $135,956+115.6% | $123,894+136.5% | $273,972+7.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -2.18% | 56.63%-58.8pp | 47.52%-49.7pp | 41.46%-43.6pp |
| Employer contribution / active EE | $3,906 | $5,170-24.4% | $4,617-15.4% | $4,869-19.8% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,308 | $9,817-45.9% | $8,357-36.5% | $10,133-47.6% |