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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 | $266,730 | $116,175+129.6% | $93,609+184.9% | $152,870+74.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 0.52% | 35.96%-35.4pp | 32.76%-32.2pp | 345.34%-344.8pp |
| Employer contribution / active EE | $6,645 | $3,218+106.5% | $2,718+144.5% | $4,763+39.5% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $4,069-100.0% | $5,850-100.0% |
| Admin fee / account holder | $125,582 | $10,748+1068.5% | $7,889+1491.9% | $11,597+982.9% |