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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 | $251,212 | $166,268+51.1% | $165,100+52.2% | $145,897+72.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.72% | 100.52%-91.8pp | 70.21%-61.5pp | 552.29%-543.6pp |
| Employer contribution / active EE | $4,640 | $5,284-12.2% | $4,348+6.7% | $4,663-0.5% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,076 | $16,659-57.5% | $12,696-44.3% | $13,390-47.2% |