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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 | $283,869 | $77,358+267.0% | $102,184+177.8% | $87,485+224.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 82.6%+17.4pp | 68.9%+31.1pp |
| Annual return | -1.40% | 41.11%-42.5pp | 31.58%-33.0pp | 26.06%-27.5pp |
| Employer contribution / active EE | $14,604 | $2,562+470.0% | $3,594+306.4% | $2,596+462.5% |
| Participant deferral / active EE | $0 | $6,753-100.0% | $8,309-100.0% | $4,274-100.0% |
| Admin fee / account holder | $10,412 | $6,809+52.9% | $11,609-10.3% | $7,775+33.9% |