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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 | $266,883 | $101,752+162.3% | $164,928+61.8% | $80,911+229.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 3.09% | 16.73%-13.6pp | 70.08%-67.0pp | 35.63%-32.5pp |
| Employer contribution / active EE | $21,810 | $2,953+638.5% | $4,343+402.2% | $2,756+691.4% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $14,831 | $8,218+80.5% | $12,684+16.9% | $6,935+113.9% |