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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 | $359,817 | $110,410+225.9% | $102,437+251.3% | $145,897+146.6% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 4.93% | 24.85%-19.9pp | 24.95%-20.0pp | 552.29%-547.4pp |
| Employer contribution / active EE | $1,051 | $4,217-75.1% | $3,871-72.8% | $4,663-77.5% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $87,277 | $9,745+795.6% | $8,388+940.5% | $13,390+551.8% |