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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 | $261,189 | $53,127+391.6% | $86,587+201.6% | $70,131+272.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 8.31% | 27.66%-19.3pp | 964.86%-956.5pp | 73.14%-64.8pp |
| Employer contribution / active EE | $12,032 | $2,068+481.8% | $2,839+323.8% | $2,342+413.6% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $19,567 | $3,585+445.7% | $4,906+298.9% | $4,645+321.2% |