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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 | $345,710 | $124,330+178.1% | $109,173+216.7% | $167,536+106.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 4.59% | 26.04%-21.5pp | 25.75%-21.2pp | 478.82%-474.2pp |
| Employer contribution / active EE | $18,414 | $4,209+337.5% | $3,723+394.6% | $4,839+280.5% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,079 | $7,974-73.9% | $6,755-69.2% | $12,315-83.1% |