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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 | $333,260 | $99,652+234.4% | $78,778+323.0% | $147,586+125.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 7.22% | 47.28%-40.1pp | 35.62%-28.4pp | 578.59%-571.4pp |
| Employer contribution / active EE | $1,143 | $2,796-59.1% | $1,986-42.4% | $4,876-76.6% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,555 | $7,155-78.3% | $5,134-69.7% | $10,886-85.7% |