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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 | $299,568 | $101,063+196.4% | $81,473+267.7% | $147,586+103.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 7.13% | 32.41%-25.3pp | 38.78%-31.7pp | 578.59%-571.5pp |
| Employer contribution / active EE | $12,170 | $3,206+279.7% | $2,568+373.9% | $4,876+149.6% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,969 | $5,812-66.1% | $4,561-56.8% | $10,886-81.9% |