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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 | $311,480 | $111,535+179.3% | $105,223+196.0% | $137,256+126.9% |
| Participation rate | 82.4% | 78.1%+4.3pp | 75.0%+7.3pp | 80.0%+2.4pp |
| Annual return | 4.23% | 237.85%-233.6pp | 180.65%-176.4pp | 220.34%-216.1pp |
| Employer contribution / active EE | $20,143 | $3,939+411.3% | $3,689+446.1% | $4,156+384.7% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $25,250 | $9,721+159.7% | $8,859+185.0% | $12,270+105.8% |