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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 | $441,415 | $103,038+328.4% | $90,324+388.7% | $152,909+188.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 3.33% | 95.25%-91.9pp | 78.15%-74.8pp | 345.46%-342.1pp |
| Employer contribution / active EE | $12,363 | $3,141+293.7% | $2,856+332.9% | $4,764+159.5% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,045 | $6,177+62.6% | $5,356+87.6% | $11,601-13.4% |