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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 | $401,082 | $150,435+166.6% | $120,580+232.6% | $145,897+174.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 4.37% | 154.60%-150.2pp | 107.48%-103.1pp | 552.29%-547.9pp |
| Employer contribution / active EE | $2,700 | $4,352-38.0% | $3,469-22.2% | $4,663-42.1% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $818,534 | $12,182+6619.1% | $9,418+8590.8% | $13,390+6012.9% |