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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 | $318,972 | $108,922+192.8% | $100,398+217.7% | $145,978+118.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 3.05% | 58.04%-55.0pp | 49.32%-46.3pp | 550.52%-547.5pp |
| Employer contribution / active EE | $19,147 | $4,426+332.6% | $3,946+385.3% | $4,662+310.7% |
| Participant deferral / active EE | $0 | $8,450-100.0% | $8,084-100.0% | $6,690-100.0% |
| Admin fee / account holder | $12,845 | $9,680+32.7% | $7,893+62.7% | $13,400-4.1% |