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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 | $150,346+166.8% | $120,524+232.8% | $145,877+174.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 4.37% | 154.40%-150.0pp | 107.36%-103.0pp | 551.28%-546.9pp |
| Employer contribution / active EE | $2,700 | $4,353-38.0% | $3,469-22.2% | $4,663-42.1% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $818,534 | $12,215+6600.8% | $9,440+8571.1% | $13,402+6007.5% |