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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 | $102,938+176.5% | $94,105+202.5% | $138,895+104.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 2.08% | 250.28%-248.2pp | 204.55%-202.5pp | 145.39%-143.3pp |
| Employer contribution / active EE | $27,678 | $2,732+913.2% | $2,504+1005.2% | $4,194+559.9% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $13,142 | $6,600+99.1% | $6,199+112.0% | $12,562+4.6% |