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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 | $383,248 | $117,433+226.4% | $99,475+285.3% | $152,897+150.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 3.90% | 31.87%-28.0pp | 30.72%-26.8pp | 345.43%-341.5pp |
| Employer contribution / active EE | $26,776 | $3,013+788.6% | $2,540+954.1% | $4,764+462.1% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,455 | $7,634-28.6% | $6,252-12.8% | $11,599-53.0% |