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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 | $356,733 | $88,710+302.1% | $81,783+336.2% | $145,959+144.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.72% | 1027.26%-1021.5pp | 775.05%-769.3pp | 561.95%-556.2pp |
| Employer contribution / active EE | $4,496 | $3,083+45.8% | $2,913+54.4% | $4,661-3.5% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $31,076 | $8,407+269.6% | $7,380+321.1% | $13,398+131.9% |