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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 | $279,732 | $115,225+142.8% | $100,712+177.8% | $138,895+101.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 2.14% | 40.35%-38.2pp | 33.27%-31.1pp | 145.39%-143.2pp |
| Employer contribution / active EE | $17,081 | $2,771+516.4% | $2,313+638.6% | $4,194+307.2% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $574 | $10,844-94.7% | $9,256-93.8% | $12,562-95.4% |