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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 | $430,968 | $154,209+179.5% | $130,062+231.4% | $139,487+209.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 7.33% | 32.52%-25.2pp | -137.37%+144.7pp | 373.84%-366.5pp |
| Employer contribution / active EE | $1,622 | $5,292-69.3% | $4,322-62.5% | $4,755-65.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,311 | $13,988-62.0% | $10,601-49.9% | $11,407-53.4% |