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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 | $395,507 | $153,311+158.0% | $109,313+261.8% | $273,972+44.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -4.56% | 29.86%-34.4pp | 22.07%-26.6pp | 41.46%-46.0pp |
| Employer contribution / active EE | $5,750 | $5,619+2.3% | $3,892+47.7% | $4,869+18.1% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $17,680 | $8,076+118.9% | $5,666+212.0% | $10,133+74.5% |