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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 | $357,417 | $94,031+280.1% | $115,768+208.7% | $82,448+333.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 4.45% | 20.61%-16.2pp | 100.46%-96.0pp | 41.64%-37.2pp |
| Employer contribution / active EE | $21,161 | $2,323+810.8% | $2,940+619.8% | $2,551+729.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $22,050 | $10,249+115.1% | $12,439+77.3% | $7,234+204.8% |