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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 | $381,469 | $165,939+129.9% | $122,354+211.8% | $147,586+158.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 5.34% | 34.56%-29.2pp | 30.28%-24.9pp | 578.59%-573.3pp |
| Employer contribution / active EE | $4,167 | $5,754-27.6% | $4,051+2.9% | $4,876-14.6% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,269 | $7,425-42.5% | $5,479-22.1% | $10,886-60.8% |