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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 | $349,592 | $81,446+329.2% | $103,374+238.2% | $80,874+332.3% |
| Participation rate | 79.7% | 66.9%+12.8pp | 74.5%+5.2pp | 67.6%+12.0pp |
| Annual return | -7.93% | 25.57%-33.5pp | 24.89%-32.8pp | 35.62%-43.5pp |
| Employer contribution / active EE | $17,962 | $3,107+478.1% | $3,869+364.2% | $2,756+551.8% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $13,940 | $6,715+107.6% | $8,394+66.1% | $6,935+101.0% |