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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 | $324,267 | $152,619+112.5% | $125,195+159.0% | $152,909+112.1% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 5.73% | 54.85%-49.1pp | 43.79%-38.1pp | 345.46%-339.7pp |
| Employer contribution / active EE | $3,002 | $4,947-39.3% | $3,866-22.4% | $4,764-37.0% |
| Participant deferral / active EE | $933 | $5,869-84.1% | $4,937-81.1% | $5,851-84.0% |
| Admin fee / account holder | $78,764 | $13,437+486.2% | $9,704+711.7% | $11,601+579.0% |