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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 | $349,506 | $157,296+122.2% | $141,191+147.5% | $152,897+128.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 2.63% | 64.34%-61.7pp | 71.41%-68.8pp | 345.43%-342.8pp |
| Employer contribution / active EE | $13,657 | $5,262+159.5% | $4,736+188.4% | $4,764+186.7% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,628 | $12,125-53.6% | $10,264-45.2% | $11,599-51.5% |