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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 | $284,651 | $101,618+180.1% | $93,063+205.9% | $137,256+107.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 2.08% | 223.95%-221.9pp | 34.15%-32.1pp | 220.34%-218.3pp |
| Employer contribution / active EE | $27,678 | $2,707+922.4% | $2,476+1017.8% | $4,156+566.0% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $13,142 | $6,198+112.0% | $6,033+117.8% | $12,270+7.1% |