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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 | $285,102 | $78,423+263.5% | $95,964+197.1% | $79,856+257.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 8.47% | 19.37%-10.9pp | 91.64%-83.2pp | 31.71%-23.2pp |
| Employer contribution / active EE | $9,017 | $1,945+363.5% | $2,541+254.8% | $2,471+264.9% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $14,882 | $5,622+164.7% | $6,797+118.9% | $5,306+180.5% |