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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 | $266,602 | $60,128+343.4% | $90,440+194.8% | $79,852+233.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 5.08% | 71.95%-66.9pp | 1294.38%-1289.3pp | 31.72%-26.6pp |
| Employer contribution / active EE | $17,042 | $2,068+723.9% | $3,263+422.3% | $2,471+589.6% |
| Participant deferral / active EE | $5 | $2,939-99.8% | $3,964-99.9% | $3,740-99.9% |
| Admin fee / account holder | $5,835 | $3,977+46.7% | $5,615+3.9% | $5,306+10.0% |