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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 | $328,414 | $104,924+213.0% | $84,623+288.1% | $152,885+114.8% |
| Participation rate | 90.9% | 74.8%+16.1pp | 68.2%+22.7pp | 82.5%+8.5pp |
| Annual return | 5.11% | 373.82%-368.7pp | 258.77%-253.7pp | 345.39%-340.3pp |
| Employer contribution / active EE | $19,215 | $3,302+481.9% | $2,652+624.4% | $4,763+303.4% |
| Participant deferral / active EE | $0 | $4,689-100.0% | $3,899-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,395 | $6,242+18.5% | $4,913+50.5% | $11,598-36.2% |