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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 | $303,985 | $153,311+98.3% | $109,313+178.1% | $273,972+11.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -2.87% | 29.86%-32.7pp | 22.07%-24.9pp | 41.46%-44.3pp |
| Employer contribution / active EE | $6,500 | $5,619+15.7% | $3,892+67.0% | $4,869+33.5% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,666 | $8,076-5.1% | $5,666+35.3% | $10,133-24.3% |