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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 | $361,049 | $85,171+323.9% | $172,753+109.0% | $72,976+394.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 11.51% | 27.32%-15.8pp | 803.00%-791.5pp | 81.02%-69.5pp |
| Employer contribution / active EE | $21,034 | $3,324+532.8% | $5,144+308.9% | $2,440+762.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,225 | $5,880-11.1% | $13,956-62.6% | $5,124+2.0% |