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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 | $397,158 | $157,296+152.5% | $141,191+181.3% | $152,897+159.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.89% | 64.34%-59.4pp | 71.41%-66.5pp | 345.43%-340.5pp |
| Employer contribution / active EE | $12,651 | $5,262+140.4% | $4,736+167.1% | $4,764+165.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,155 | $12,125-82.2% | $10,264-79.0% | $11,599-81.4% |