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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 | $258,824 | $48,053+438.6% | $84,628+205.8% | $72,975+254.7% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 3.46% | 37.39%-33.9pp | 258.80%-255.3pp | 81.01%-77.5pp |
| Employer contribution / active EE | $22,959 | $1,602+1333.3% | $2,653+765.4% | $2,440+840.9% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $13,824 | $3,395+307.1% | $4,914+181.3% | $5,124+169.8% |