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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 | $367,572 | $65,440+461.7% | $98,506+273.1% | $85,851+328.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 10.60% | 21.75%-11.2pp | 1494.92%-1484.3pp | 318.63%-308.0pp |
| Employer contribution / active EE | $6,798 | $2,169+213.4% | $2,961+129.6% | $2,565+165.0% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,277-100.0% | $3,952-100.0% |
| Admin fee / account holder | $11,376 | $4,596+147.5% | $5,955+91.0% | $6,261+81.7% |