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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 | $373,349 | $115,796+222.4% | $101,264+268.7% | $158,950+134.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.70% | 56.15%-52.4pp | 46.48%-42.8pp | 302.91%-299.2pp |
| Employer contribution / active EE | $2,268 | $4,175-45.7% | $3,660-38.0% | $4,762-52.4% |
| Participant deferral / active EE | $329 | $4,958-93.4% | $4,370-92.5% | $5,983-94.5% |
| Admin fee / account holder | $40,931 | $7,247+464.8% | $5,947+588.3% | $11,248+263.9% |