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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 | $81,504+328.9% | $102,437+241.3% | $80,959+331.8% |
| Participation rate | 79.7% | 66.9%+12.8pp | 74.5%+5.2pp | 67.7%+12.0pp |
| Annual return | -7.93% | 25.60%-33.5pp | 24.95%-32.9pp | 35.67%-43.6pp |
| Employer contribution / active EE | $17,962 | $3,104+478.7% | $3,871+364.0% | $2,757+551.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $13,940 | $6,719+107.5% | $8,388+66.2% | $6,925+101.3% |